IBFFX Mutual Fund

IBFFX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+1.40%
3 Months
-0.33%
6 Months
-0.80%
YTD
-0.68%
1 Year
+0.02%
3 Years (annualized)
+4.63%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBFFX 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)
-0.68%
Peer Avg (YTD)
-0.87%
vs Peers
+0.18%

IBFFX Mutual Fund Performance

IBFFX performance across multiple time periods: 1-month 1.40%, YTD -0.68%, 1-year 0.02%, 3-year 4.63%, 5-year 0.98%, 10-year 1.67%.

IBFFX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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