IBSSX Mutual Fund

IBSSX Mutual Fund

NAV$2.92
See how much of IBSSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.72%
3 Months
+0.52%
6 Months
-12.91%
YTD
-11.74%
1 Year
-19.81%
3 Years (annualized)
-2.32%
5 Years (annualized)
+0.84%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBSSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-11.74%
Peer Avg (YTD)
+10.82%
vs Peers
-22.55%

IBSSX Mutual Fund Performance

IBSSX performance across multiple time periods: 1-month -0.72%, YTD -11.74%, 1-year -19.81%, 3-year -2.32%, 5-year 0.84%, 10-year 15.54%.

IBSSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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