INDEX Mutual Fund

INDEX Mutual Fund

NAV$73.89
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Returns Overview

1 Month
-0.39%
3 Months
+2.23%
6 Months
+17.72%
YTD
+12.26%
1 Year
+15.64%
3 Years (annualized)
+19.63%
5 Years (annualized)
+11.14%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+9.98%
vs Peers
+2.28%

INDEX Mutual Fund Performance

INDEX performance across multiple time periods: 1-month -0.39%, YTD 12.26%, 1-year 15.64%, 3-year 19.63%, 5-year 11.14%, 10-year 13.20%.

INDEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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