INCXX Mutual Fund

INCXX Mutual Fund

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Returns Overview

1 Month
+0.16%
3 Months
+0.35%
6 Months
+0.77%
YTD
+0.77%
1 Year
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INCXX 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

This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+0.67%
vs Peers
+0.10%

INCXX Mutual Fund Performance

INCXX performance across multiple time periods: 1-month 0.16%, YTD 0.77%, 1-year 1.74%.

INCXX returns outperform the peer average of 0.67% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

INCXX performance comparison shows side-by-side returns with another fund. INCXX alternatives are available in the Mutual Fund Screener.