IDXKX Mutual Fund

IDXKX Mutual Fund

NAV$21.94
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Returns Overview

1 Month
+2.03%
3 Months
+1.46%
6 Months
+6.82%
YTD
+10.73%
1 Year
+17.50%
3 Years (annualized)
+16.39%
5 Years (annualized)
+7.89%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXKX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+8.76%
vs Peers
+1.97%

IDXKX Mutual Fund Performance

IDXKX performance across multiple time periods: 1-month 2.03%, YTD 10.73%, 1-year 17.50%, 3-year 16.39%, 5-year 7.89%, 10-year 10.15%.

IDXKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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