IFUTX Mutual Fund

IFUTX Mutual Fund

NAV$29.81
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Returns Overview

1 Month
+5.86%
3 Months
+3.43%
6 Months
+7.71%
YTD
+12.88%
1 Year
+17.93%
3 Years (annualized)
+18.19%
5 Years (annualized)
+10.34%
10 Years (annualized)
+9.39%

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)
+12.88%
Peer Avg (YTD)
+14.61%
vs Peers
-1.73%

IFUTX Mutual Fund Performance

IFUTX performance across multiple time periods: 1-month 5.86%, YTD 12.88%, 1-year 17.93%, 3-year 18.19%, 5-year 10.34%, 10-year 9.39%.

IFUTX returns trail the peer average of 14.61% 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.