IFLLX Mutual Fund

IFLLX Mutual Fund

NAV$7.87
See how much of IFLLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.33%
3 Months
-0.87%
6 Months
-1.12%
YTD
-0.85%
1 Year
+1.81%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.96%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFLLX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+0.12%
vs Peers
-0.97%

IFLLX Mutual Fund Performance

IFLLX performance across multiple time periods: 1-month -1.33%, YTD -0.85%, 1-year 1.81%, 3-year 3.10%, 5-year -0.96%, 10-year 1.20%.

IFLLX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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