IIBZX Mutual Fund

IIBZX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-1.41%
3 Months
-0.73%
6 Months
-0.61%
YTD
-0.32%
1 Year
+3.43%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIBZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+0.12%
vs Peers
-0.44%

IIBZX Mutual Fund Performance

IIBZX performance across multiple time periods: 1-month -1.41%, YTD -0.32%, 1-year 3.43%, 3-year 4.50%, 5-year 0.03%, 10-year 1.93%.

IIBZX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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