IIFSX Mutual Fund

IIFSX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-0.76%
3 Months
+1.66%
6 Months
+3.34%
YTD
+4.15%
1 Year
+8.48%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.04%
10 Years (annualized)
+6.23%

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)
+4.15%
Peer Avg (YTD)
+5.54%
vs Peers
-1.39%

IIFSX Mutual Fund Performance

IIFSX performance across multiple time periods: 1-month -0.76%, YTD 4.15%, 1-year 8.48%, 3-year 10.72%, 5-year 5.04%, 10-year 6.23%.

IIFSX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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