INDAX Mutual Fund

NAV$14.76

Returns Overview

1 Month
+2.10%
3 Months
+6.08%
6 Months
-11.19%
YTD
-11.52%
1 Year
-11.70%
3 Years (annualized)
+4.13%
5 Years (annualized)
+3.47%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
NIFTY 500 Index(NSE500)
This Mutual Fund (YTD)
-11.52%
Peer Avg (YTD)
-6.65%
vs Peers
-4.87%

INDAX Mutual Fund Performance

INDAX performance across multiple time periods: 1-month 2.10%, YTD -11.52%, 1-year -11.70%, 3-year 4.13%, 5-year 3.47%, 10-year 7.50%.

INDAX returns trail the peer average of -6.65% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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