IFAIX Mutual Fund

NAV$25.15

Returns Overview

1 Month
-0.40%
3 Months
+4.27%
6 Months
+3.60%
YTD
+3.38%
1 Year
+9.04%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFAIX 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

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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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+4.14%
vs Peers
-0.76%

IFAIX Mutual Fund Performance

IFAIX performance across multiple time periods: 1-month -0.40%, YTD 3.38%, 1-year 9.04%, 3-year 8.58%, 5-year 3.67%.

IFAIX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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