IDXMX Mutual Fund

IDXMX Mutual Fund

NAV$22.73
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Returns Overview

1 Month
-0.53%
3 Months
+2.99%
6 Months
+6.31%
YTD
+11.92%
1 Year
+13.61%
3 Years (annualized)
+19.86%
5 Years (annualized)
+8.22%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXMX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+6.70%
vs Peers
+5.22%

IDXMX Mutual Fund Performance

IDXMX performance across multiple time periods: 1-month -0.53%, YTD 11.92%, 1-year 13.61%, 3-year 19.86%, 5-year 8.22%, 10-year 10.71%.

IDXMX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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