IIBWX Mutual Fund

IIBWX Mutual Fund

NAV$8.32
See how much of IIBWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
-0.65%
6 Months
-1.86%
YTD
-0.03%
1 Year
+1.93%
3 Years (annualized)
+4.72%
5 Years (annualized)
-0.06%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIBWX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+2.15%
vs Peers
-2.18%

IIBWX Mutual Fund Performance

IIBWX performance across multiple time periods: 1-month 0.40%, YTD -0.03%, 1-year 1.93%, 3-year 4.72%, 5-year -0.06%, 10-year 2.05%.

IIBWX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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