IFTIX Mutual Fund

IFTIX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
+6.41%
3 Months
+6.30%
6 Months
+9.84%
YTD
+13.56%
1 Year
+25.86%
3 Years (annualized)
+20.32%
5 Years (annualized)
+12.42%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFTIX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+11.12%
vs Peers
+2.44%

IFTIX Mutual Fund Performance

IFTIX performance across multiple time periods: 1-month 6.41%, YTD 13.56%, 1-year 25.86%, 3-year 20.32%, 5-year 12.42%, 10-year 9.45%.

IFTIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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