IDXHX Mutual Fund

IDXHX Mutual Fund

NAV$18.64
See how much of IDXHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.62%
3 Months
+0.95%
6 Months
+4.65%
YTD
+7.88%
1 Year
+13.21%
3 Years (annualized)
+13.21%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXHX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+8.76%
vs Peers
-0.88%

IDXHX Mutual Fund Performance

IDXHX performance across multiple time periods: 1-month 1.62%, YTD 7.88%, 1-year 13.21%, 3-year 13.21%, 5-year 5.96%, 10-year 8.39%.

IDXHX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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