IBRIX Mutual Fund

IBRIX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.04%
3 Months
-0.98%
6 Months
-0.49%
YTD
+1.31%
1 Year
+1.80%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBRIX 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 Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+2.15%
vs Peers
-0.84%

IBRIX Mutual Fund Performance

IBRIX performance across multiple time periods: 1-month -0.04%, YTD 1.31%, 1-year 1.80%, 3-year 4.50%, 5-year 0.50%, 10-year 2.44%.

IBRIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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