IDXRX Mutual Fund

IDXRX Mutual Fund

NAV$24.53
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Returns Overview

1 Month
-1.05%
3 Months
+4.25%
6 Months
+8.24%
YTD
+14.75%
1 Year
+16.61%
3 Years (annualized)
+22.28%
5 Years (annualized)
+9.63%
10 Years (annualized)
+11.61%

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
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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)
+14.75%
Peer Avg (YTD)
+6.70%
vs Peers
+8.05%

IDXRX Mutual Fund Performance

IDXRX performance across multiple time periods: 1-month -1.05%, YTD 14.75%, 1-year 16.61%, 3-year 22.28%, 5-year 9.63%, 10-year 11.61%.

IDXRX returns outperform the peer average of 6.70% 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.