IIFTX Mutual Fund

NAV$10.57

Returns Overview

1 Month
+0.29%
3 Months
+6.38%
6 Months
+5.00%
YTD
+4.70%
1 Year
+14.68%
3 Years (annualized)
+13.17%
5 Years (annualized)
+6.31%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIFTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+5.87%
vs Peers
-1.17%

IIFTX Mutual Fund Performance

IIFTX performance across multiple time periods: 1-month 0.29%, YTD 4.70%, 1-year 14.68%, 3-year 13.17%, 5-year 6.31%, 10-year 6.95%.

IIFTX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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