IDXPX Mutual Fund

IDXPX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
+2.32%
3 Months
+1.80%
6 Months
+8.36%
YTD
+12.53%
1 Year
+20.04%
3 Years (annualized)
+18.26%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXPX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.53%
Peer Avg (YTD)
+8.76%
vs Peers
+3.77%

IDXPX Mutual Fund Performance

IDXPX performance across multiple time periods: 1-month 2.32%, YTD 12.53%, 1-year 20.04%, 3-year 18.26%, 5-year 9.11%, 10-year 10.95%.

IDXPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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