IBNAX Mutual Fund

IBNAX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
+0.63%
3 Months
+0.34%
6 Months
+5.84%
YTD
+6.46%
1 Year
+10.23%
3 Years (annualized)
+13.52%
5 Years (annualized)
+5.77%
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)
+6.46%
Peer Avg (YTD)
+6.28%
vs Peers
+0.18%

IBNAX Mutual Fund Performance

IBNAX performance across multiple time periods: 1-month 0.63%, YTD 6.46%, 1-year 10.23%, 3-year 13.52%, 5-year 5.77%, 10-year 8.40%.

IBNAX returns outperform the peer average of 6.28% 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.