IIFIX Mutual Fund

IIFIX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-0.38%
3 Months
+2.04%
6 Months
+3.73%
YTD
+4.43%
1 Year
+9.69%
3 Years (annualized)
+11.32%
5 Years (annualized)
+6.43%
10 Years (annualized)
+7.06%

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)
+4.43%
Peer Avg (YTD)
+5.54%
vs Peers
-1.11%

IIFIX Mutual Fund Performance

IIFIX performance across multiple time periods: 1-month -0.38%, YTD 4.43%, 1-year 9.69%, 3-year 11.32%, 5-year 6.43%, 10-year 7.06%.

IIFIX returns trail the peer average of 5.54% 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.