IBNAX Mutual Fund

IBNAX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
-0.64%
3 Months
-1.29%
6 Months
+0.46%
YTD
+4.44%
1 Year
+4.23%
3 Years (annualized)
+15.15%
5 Years (annualized)
+5.01%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBNAX 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)
+4.44%
Peer Avg (YTD)
+5.30%
vs Peers
-0.87%

IBNAX Mutual Fund Performance

IBNAX performance across multiple time periods: 1-month -0.64%, YTD 4.44%, 1-year 4.23%, 3-year 15.15%, 5-year 5.01%, 10-year 8.40%.

IBNAX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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