IDXIX Mutual Fund

IDXIX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
-0.67%
3 Months
+2.17%
6 Months
+4.67%
YTD
+6.29%
1 Year
+13.80%
3 Years (annualized)
+11.68%
5 Years (annualized)
+5.84%
10 Years (annualized)
+8.08%

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
PROUpgrade to run
📉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)
+6.29%
Peer Avg (YTD)
+6.99%
vs Peers
-0.70%

IDXIX Mutual Fund Performance

IDXIX performance across multiple time periods: 1-month -0.67%, YTD 6.29%, 1-year 13.80%, 3-year 11.68%, 5-year 5.84%, 10-year 8.08%.

IDXIX returns trail the peer average of 6.99% 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.