IBNYX Mutual Fund

IBNYX Mutual Fund

NAV$26.64
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Returns Overview

1 Month
-0.64%
3 Months
-1.28%
6 Months
+0.46%
YTD
+4.45%
1 Year
+4.29%
3 Years (annualized)
+15.18%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBNYX 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)
+4.45%
Peer Avg (YTD)
+5.30%
vs Peers
-0.85%

IBNYX Mutual Fund Performance

IBNYX performance across multiple time periods: 1-month -0.64%, YTD 4.45%, 1-year 4.29%, 3-year 15.18%, 5-year 5.97%, 10-year 8.89%.

IBNYX 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.

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