INBQX Mutual Fund

INBQX Mutual Fund

NAV$4.46
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Returns Overview

1 Month
+0.65%
3 Months
-0.44%
6 Months
-3.28%
YTD
-0.93%
1 Year
+3.86%
3 Years (annualized)
+7.35%
5 Years (annualized)
+1.70%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INBQX 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 Global Aggregate ex-US Index
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+0.20%
vs Peers
-1.14%

INBQX Mutual Fund Performance

INBQX performance across multiple time periods: 1-month 0.65%, YTD -0.93%, 1-year 3.86%, 3-year 7.35%, 5-year 1.70%, 10-year 1.93%.

INBQX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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