IINCX Mutual Fund

IINCX Mutual Fund

NAV$25.65
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Returns Overview

1 Month
-1.86%
3 Months
+5.12%
6 Months
+3.98%
YTD
+7.91%
1 Year
+14.01%
3 Years (annualized)
+12.30%
5 Years (annualized)
+7.13%
10 Years (annualized)
+7.86%

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
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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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+9.42%
vs Peers
-1.51%

IINCX Mutual Fund Performance

IINCX performance across multiple time periods: 1-month -1.86%, YTD 7.91%, 1-year 14.01%, 3-year 12.30%, 5-year 7.13%, 10-year 7.86%.

IINCX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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