INCLX Mutual Fund

INCLX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-0.51%
3 Months
+0.11%
6 Months
+0.38%
YTD
+0.60%
1 Year
+3.57%
3 Years (annualized)
+6.31%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INCLX 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 US Universal Bond Index
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+0.12%
vs Peers
+0.48%

INCLX Mutual Fund Performance

INCLX performance across multiple time periods: 1-month -0.51%, YTD 0.60%, 1-year 3.57%, 3-year 6.31%, 5-year 2.19%, 10-year 3.68%.

INCLX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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