IIFIX Mutual Fund

IIFIX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
+0.96%
3 Months
+0.10%
6 Months
+2.13%
YTD
+4.53%
1 Year
+6.06%
3 Years (annualized)
+12.92%
5 Years (annualized)
+5.28%
10 Years (annualized)
+5.91%

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)
+4.53%
Peer Avg (YTD)
+5.30%
vs Peers
-0.78%

IIFIX Mutual Fund Performance

IIFIX performance across multiple time periods: 1-month 0.96%, YTD 4.53%, 1-year 6.06%, 3-year 12.92%, 5-year 5.28%, 10-year 5.91%.

IIFIX returns trail the peer average of 5.30% 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.