IDXVI Mutual Fund

IDXVI Mutual Fund

See how much of IDXVI you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
+2.16%
6 Months
+6.39%
YTD
+7.71%
1 Year
+10.51%
3 Years (annualized)
+13.84%
5 Years (annualized)
+6.64%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+6.23%
vs Peers
+1.47%

IDXVI Mutual Fund Performance

IDXVI performance across multiple time periods: 1-month -2.00%, YTD 7.71%, 1-year 10.51%, 3-year 13.84%, 5-year 6.64%.

IDXVI returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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