IDXRX Mutual Fund

IDXRX Mutual Fund

NAV$25.25
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Returns Overview

1 Month
-0.38%
3 Months
+3.82%
6 Months
+7.60%
YTD
+10.08%
1 Year
+20.79%
3 Years (annualized)
+16.52%
5 Years (annualized)
+9.39%
10 Years (annualized)
+10.98%

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
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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)
+10.08%
Peer Avg (YTD)
+6.99%
vs Peers
+3.08%

IDXRX Mutual Fund Performance

IDXRX performance across multiple time periods: 1-month -0.38%, YTD 10.08%, 1-year 20.79%, 3-year 16.52%, 5-year 9.39%, 10-year 10.98%.

IDXRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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