INCLX Mutual Fund

INCLX Mutual Fund

NAV$7.72
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Returns Overview

1 Month
+1.00%
3 Months
+0.51%
6 Months
+1.02%
YTD
+1.60%
1 Year
+3.75%
3 Years (annualized)
+6.74%
5 Years (annualized)
+2.31%
10 Years (annualized)
+3.54%

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)
+1.60%
Peer Avg (YTD)
+2.15%
vs Peers
-0.55%

INCLX Mutual Fund Performance

INCLX performance across multiple time periods: 1-month 1.00%, YTD 1.60%, 1-year 3.75%, 3-year 6.74%, 5-year 2.31%, 10-year 3.54%.

INCLX returns trail the peer average of 2.15% 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.