ILMBX Mutual Fund

ILMBX Mutual Fund

NAV$9.54
See how much of ILMBX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.24%
3 Months
+0.50%
6 Months
+0.68%
YTD
+1.02%
1 Year
+3.81%
3 Years (annualized)
+4.64%
5 Years (annualized)
+1.89%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILMBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

ILMBX Mutual Fund Performance

ILMBX performance across multiple time periods: 1-month 0.24%, YTD 1.02%, 1-year 3.81%, 3-year 4.64%, 5-year 1.89%, 10-year 1.90%.

ILMBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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