INDFX Mutual Fund

NAV$15.26

Returns Overview

1 Month
+0.47%
3 Months
+12.25%
6 Months
+11.49%
YTD
+9.85%
1 Year
+18.77%
3 Years (annualized)
+11.03%
5 Years (annualized)
-0.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+8.97%
vs Peers
+0.88%

INDFX Mutual Fund Performance

INDFX performance across multiple time periods: 1-month 0.47%, YTD 9.85%, 1-year 18.77%, 3-year 11.03%, 5-year -0.21%.

INDFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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