INIIX Mutual Fund

INIIX Mutual Fund

NAV$40.11
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Returns Overview

1 Month
-8.96%
3 Months
+16.51%
6 Months
-0.36%
YTD
+10.21%
1 Year
+30.73%
3 Years (annualized)
+57.59%
5 Years (annualized)
+28.68%
10 Years (annualized)
+16.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INIIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+7.76%
vs Peers
+2.45%

INIIX Mutual Fund Performance

INIIX performance across multiple time periods: 1-month -8.96%, YTD 10.21%, 1-year 30.73%, 3-year 57.59%, 5-year 28.68%, 10-year 16.66%.

INIIX returns outperform the peer average of 7.76% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

INIIX vs another fund shows side-by-side returns. INIIX alternatives are available in the Mutual Fund Screener.