IIFIX Mutual Fund

IIFIX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-1.97%
3 Months
-1.23%
6 Months
+5.04%
YTD
+3.53%
1 Year
+5.46%
3 Years (annualized)
+11.91%
5 Years (annualized)
+5.46%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIFIX 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)
+3.53%
Peer Avg (YTD)
+4.96%
vs Peers
-1.43%

IIFIX Mutual Fund Performance

IIFIX performance across multiple time periods: 1-month -1.97%, YTD 3.53%, 1-year 5.46%, 3-year 11.91%, 5-year 5.46%, 10-year 6.07%.

IIFIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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