IBNCX Mutual Fund

IBNCX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
-0.69%
3 Months
-1.47%
6 Months
+0.08%
YTD
+3.81%
1 Year
+3.48%
3 Years (annualized)
+14.33%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBNCX 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)
+3.81%
Peer Avg (YTD)
+5.30%
vs Peers
-1.50%

IBNCX Mutual Fund Performance

IBNCX performance across multiple time periods: 1-month -0.69%, YTD 3.81%, 1-year 3.48%, 3-year 14.33%, 5-year 5.14%, 10-year 8.07%.

IBNCX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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