IDXQX Mutual Fund

IDXQX Mutual Fund

NAV$25.06
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Returns Overview

1 Month
+2.35%
3 Months
+1.93%
6 Months
+8.63%
YTD
+12.88%
1 Year
+20.67%
3 Years (annualized)
+18.86%
5 Years (annualized)
+9.67%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXQX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+8.76%
vs Peers
+4.12%

IDXQX Mutual Fund Performance

IDXQX performance across multiple time periods: 1-month 2.35%, YTD 12.88%, 1-year 20.67%, 3-year 18.86%, 5-year 9.67%, 10-year 11.51%.

IDXQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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