IBFFX Mutual Fund

IBFFX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+0.23%
3 Months
-0.32%
6 Months
-1.32%
YTD
-0.12%
1 Year
+1.32%
3 Years (annualized)
+4.27%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.75%

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)
-0.12%
Peer Avg (YTD)
+0.15%
vs Peers
-0.27%

IBFFX Mutual Fund Performance

IBFFX performance across multiple time periods: 1-month 0.23%, YTD -0.12%, 1-year 1.32%, 3-year 4.27%, 5-year 1.00%, 10-year 1.75%.

IBFFX returns trail the peer average of 0.15% 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.