IFRAX Mutual Fund

IFRAX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
-0.25%
3 Months
+1.40%
6 Months
+1.26%
YTD
+1.87%
1 Year
+5.42%
3 Years (annualized)
+5.64%
5 Years (annualized)
+4.02%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFRAX 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
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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/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+2.84%
vs Peers
-0.97%

IFRAX Mutual Fund Performance

IFRAX performance across multiple time periods: 1-month -0.25%, YTD 1.87%, 1-year 5.42%, 3-year 5.64%, 5-year 4.02%, 10-year 2.59%.

IFRAX returns trail the peer average of 2.84% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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