IBALX Mutual Fund

IBALX Mutual Fund

NAV$37.87
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Returns Overview

1 Month
-0.05%
3 Months
+1.78%
6 Months
+3.85%
YTD
+4.61%
1 Year
+10.87%
3 Years (annualized)
+11.10%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBALX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+5.54%
vs Peers
-0.93%

IBALX Mutual Fund Performance

IBALX performance across multiple time periods: 1-month -0.05%, YTD 4.61%, 1-year 10.87%, 3-year 11.10%, 5-year 6.45%, 10-year 8.94%.

IBALX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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