IFUTX Mutual Fund

IFUTX Mutual Fund

NAV$29.35
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Returns Overview

1 Month
-3.76%
3 Months
-0.07%
6 Months
+5.51%
YTD
+6.64%
1 Year
+10.51%
3 Years (annualized)
+14.99%
5 Years (annualized)
+10.26%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFUTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+10.00%
vs Peers
-3.36%

IFUTX Mutual Fund Performance

IFUTX performance across multiple time periods: 1-month -3.76%, YTD 6.64%, 1-year 10.51%, 3-year 14.99%, 5-year 10.26%, 10-year 9.00%.

IFUTX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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