IINCX Mutual Fund

NAV$25.36

Returns Overview

1 Month
+3.18%
3 Months
+17.57%
6 Months
+9.96%
YTD
+8.68%
1 Year
+13.02%
3 Years (annualized)
+14.37%
5 Years (annualized)
+7.33%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IINCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.13%
vs Peers
-0.45%

IINCX Mutual Fund Performance

IINCX performance across multiple time periods: 1-month 3.18%, YTD 8.68%, 1-year 13.02%, 3-year 14.37%, 5-year 7.33%, 10-year 8.51%.

IINCX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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