IDXIX Mutual Fund

IDXIX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+1.56%
3 Months
+0.88%
6 Months
+6.78%
YTD
+8.36%
1 Year
+13.19%
3 Years (annualized)
+13.83%
5 Years (annualized)
+6.24%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXIX 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
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📉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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+8.76%
vs Peers
-0.40%

IDXIX Mutual Fund Performance

IDXIX performance across multiple time periods: 1-month 1.56%, YTD 8.36%, 1-year 13.19%, 3-year 13.83%, 5-year 6.24%, 10-year 8.46%.

IDXIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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