ILLLX Mutual Fund

ILLLX Mutual Fund

NAV$28.52
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Returns Overview

1 Month
-8.48%
3 Months
-2.45%
6 Months
-1.35%
YTD
-9.08%
1 Year
-10.54%
3 Years (annualized)
+16.41%
5 Years (annualized)
-4.77%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILLLX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-9.08%
Peer Avg (YTD)
+11.56%
vs Peers
-20.64%

ILLLX Mutual Fund Performance

ILLLX performance across multiple time periods: 1-month -8.48%, YTD -9.08%, 1-year -10.54%, 3-year 16.41%, 5-year -4.77%, 10-year 12.20%.

ILLLX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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