IBFCX Mutual Fund

IBFCX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+1.77%
3 Months
-0.17%
6 Months
-0.81%
YTD
-0.91%
1 Year
-0.32%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.38%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBFCX 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
PROUpgrade to run
🏦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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-0.91%
Peer Avg (YTD)
+0.07%
vs Peers
-0.98%

IBFCX Mutual Fund Performance

IBFCX performance across multiple time periods: 1-month 1.77%, YTD -0.91%, 1-year -0.32%, 3-year 4.04%, 5-year 0.38%, 10-year 0.74%.

IBFCX returns trail the peer average of 0.07% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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