IDXRX Mutual Fund

NAV$25.22

Returns Overview

1 Month
-0.11%
3 Months
+13.34%
6 Months
+11.19%
YTD
+10.49%
1 Year
+22.30%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.57%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXRX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+7.64%
vs Peers
+2.85%

IDXRX Mutual Fund Performance

IDXRX performance across multiple time periods: 1-month -0.11%, YTD 10.49%, 1-year 22.30%, 3-year 17.89%, 5-year 9.57%, 10-year 11.42%.

IDXRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

IDXRX performance comparison shows side-by-side returns with another fund. IDXRX alternatives are available in the Mutual Fund Screener.