IBARX Mutual Fund

IBARX Mutual Fund

NAV$26.89
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Returns Overview

1 Month
-0.60%
3 Months
-1.20%
6 Months
+0.63%
YTD
+4.72%
1 Year
+4.61%
3 Years (annualized)
+15.57%
5 Years (annualized)
+6.32%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBARX 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)
+4.72%
Peer Avg (YTD)
+5.30%
vs Peers
-0.59%

IBARX Mutual Fund Performance

IBARX performance across multiple time periods: 1-month -0.60%, YTD 4.72%, 1-year 4.61%, 3-year 15.57%, 5-year 6.32%, 10-year 9.28%.

IBARX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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