IDMAX Mutual Fund

IDMAX Mutual Fund

NAV$9.35
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Returns Overview

6 Months
-3.17%
1 Year
-9.20%
3 Years (annualized)
-3.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDMAX 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 US Intermediate Credit Index

IDMAX Mutual Fund Performance

IDMAX performance across multiple time periods: 1-year -9.20%, 3-year -3.54%.

IDMAX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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