IIFAX Mutual Fund

IIFAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
-2.10%
3 Months
-1.41%
6 Months
+4.72%
YTD
+4.82%
1 Year
+6.68%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.19%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+4.96%
vs Peers
-0.15%

IIFAX Mutual Fund Performance

IIFAX performance across multiple time periods: 1-month -2.10%, YTD 4.82%, 1-year 6.68%, 3-year 13.67%, 5-year 6.19%, 10-year 6.72%.

IIFAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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