IFUTX Mutual Fund

IFUTX Mutual Fund

NAV$29.27
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Returns Overview

1 Month
+2.27%
3 Months
+4.14%
6 Months
+6.22%
YTD
+9.14%
1 Year
+17.78%
3 Years (annualized)
+13.34%
5 Years (annualized)
+9.65%
10 Years (annualized)
+8.19%

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)
+9.14%
Peer Avg (YTD)
+11.41%
vs Peers
-2.28%

IFUTX Mutual Fund Performance

IFUTX performance across multiple time periods: 1-month 2.27%, YTD 9.14%, 1-year 17.78%, 3-year 13.34%, 5-year 9.65%, 10-year 8.19%.

IFUTX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.60%, 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.