IFTIX Mutual Fund

IFTIX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
+2.70%
3 Months
+0.64%
6 Months
+6.98%
YTD
+41.46%
1 Year
+51.61%
3 Years (annualized)
+32.45%
5 Years (annualized)
+17.32%
10 Years (annualized)
+11.62%

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
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📉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)
+41.46%
Peer Avg (YTD)
+10.38%
vs Peers
+31.08%

IFTIX Mutual Fund Performance

IFTIX performance across multiple time periods: 1-month 2.70%, YTD 41.46%, 1-year 51.61%, 3-year 32.45%, 5-year 17.32%, 10-year 11.62%.

IFTIX returns outperform the peer average of 10.38% 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.