ILLLX Mutual Fund

ILLLX Mutual Fund

NAV$28.98
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Returns Overview

1 Month
-0.14%
3 Months
-0.14%
6 Months
+15.68%
YTD
-0.80%
1 Year
-11.06%
3 Years (annualized)
+23.84%
5 Years (annualized)
-3.47%
10 Years (annualized)
+13.14%

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)
-0.80%
Peer Avg (YTD)
+16.41%
vs Peers
-17.20%

ILLLX Mutual Fund Performance

ILLLX performance across multiple time periods: 1-month -0.14%, YTD -0.80%, 1-year -11.06%, 3-year 23.84%, 5-year -3.47%, 10-year 13.14%.

ILLLX returns trail the peer average of 16.41% 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.