IDXSX Mutual Fund

NAV$24.74
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Returns Overview

1 Month
-0.12%
3 Months
+13.34%
6 Months
+11.09%
YTD
+10.42%
1 Year
+22.12%
3 Years (annualized)
+17.75%
5 Years (annualized)
+9.42%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+7.64%
vs Peers
+2.78%

IDXSX Mutual Fund Performance

IDXSX performance across multiple time periods: 1-month -0.12%, YTD 10.42%, 1-year 22.12%, 3-year 17.75%, 5-year 9.42%, 10-year 11.26%.

IDXSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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