IDXVI Mutual Fund

IDXVI Mutual Fund

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Returns Overview

1 Month
-0.98%
3 Months
+15.14%
6 Months
+10.13%
YTD
+9.90%
1 Year
+14.22%
3 Years (annualized)
+15.57%
5 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXVI 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
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📉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 500 Index(SPX)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+8.97%
vs Peers
+0.93%

IDXVI Mutual Fund Performance

IDXVI performance across multiple time periods: 1-month -0.98%, YTD 9.90%, 1-year 14.22%, 3-year 15.57%, 5-year 7.22%.

IDXVI returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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