IDXSX Mutual Fund

IDXSX Mutual Fund

NAV$23.89
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Returns Overview

1 Month
-1.04%
3 Months
-0.44%
6 Months
+8.26%
YTD
+10.18%
1 Year
+11.23%
3 Years (annualized)
+20.27%
5 Years (annualized)
+8.48%
10 Years (annualized)
+11.47%

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
PROUpgrade to run

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)
+10.18%
Peer Avg (YTD)
+6.71%
vs Peers
+3.47%

IDXSX Mutual Fund Performance

IDXSX performance across multiple time periods: 1-month -1.04%, YTD 10.18%, 1-year 11.23%, 3-year 20.27%, 5-year 8.48%, 10-year 11.47%.

IDXSX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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