IIFSX Mutual Fund

IIFSX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
+0.29%
3 Months
+6.40%
6 Months
+5.15%
YTD
+4.95%
1 Year
+14.52%
3 Years (annualized)
+13.27%
5 Years (annualized)
+6.41%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIFSX 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)
+4.95%
Peer Avg (YTD)
+5.87%
vs Peers
-0.92%

IIFSX Mutual Fund Performance

IIFSX performance across multiple time periods: 1-month 0.29%, YTD 4.95%, 1-year 14.52%, 3-year 13.27%, 5-year 6.41%, 10-year 7.08%.

IIFSX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

IIFSX performance comparison shows side-by-side returns with another fund. IIFSX alternatives are available in the Mutual Fund Screener.