ILLLX Mutual Fund

ILLLX Mutual Fund

NAV$27.49
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Returns Overview

1 Month
-4.96%
3 Months
+3.70%
6 Months
+1.15%
YTD
-5.72%
1 Year
-16.20%
3 Years (annualized)
+28.40%
5 Years (annualized)
-4.64%
10 Years (annualized)
+12.64%

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)
-5.72%
Peer Avg (YTD)
+11.26%
vs Peers
-16.97%

ILLLX Mutual Fund Performance

ILLLX performance across multiple time periods: 1-month -4.96%, YTD -5.72%, 1-year -16.20%, 3-year 28.40%, 5-year -4.64%, 10-year 12.64%.

ILLLX returns trail the peer average of 11.26% 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.