IIXIX Mutual Fund

IIXIX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
+0.07%
3 Months
-0.39%
6 Months
+0.23%
YTD
+1.54%
1 Year
+2.77%
3 Years (annualized)
+6.03%
5 Years (annualized)
+2.83%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIXIX 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 Government/Credit 1-3 Year Total Return Index
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+1.93%
vs Peers
-0.39%

IIXIX Mutual Fund Performance

IIXIX performance across multiple time periods: 1-month 0.07%, YTD 1.54%, 1-year 2.77%, 3-year 6.03%, 5-year 2.83%, 10-year 3.49%.

IIXIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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