IIXAX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
+0.38%
3 Months
+1.30%
6 Months
+1.32%
YTD
+1.32%
1 Year
+3.56%
3 Years (annualized)
+6.01%
5 Years (annualized)
+2.70%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIXAX 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

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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 Government/Credit 1-3 Year Total Return Index
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+3.23%
vs Peers
-1.91%

IIXAX Mutual Fund Performance

IIXAX performance across multiple time periods: 1-month 0.38%, YTD 1.32%, 1-year 3.56%, 3-year 6.01%, 5-year 2.70%, 10-year 3.39%.

IIXAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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