INDFX Mutual Fund

INDFX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
+1.20%
3 Months
+6.63%
6 Months
+7.46%
YTD
+12.84%
1 Year
+23.22%
3 Years (annualized)
+10.61%
5 Years (annualized)
+2.77%
10 Years (annualized)
+7.23%

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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.84%
Peer Avg (YTD)
+6.23%
vs Peers
+6.61%

INDFX Mutual Fund Performance

INDFX performance across multiple time periods: 1-month 1.20%, YTD 12.84%, 1-year 23.22%, 3-year 10.61%, 5-year 2.77%, 10-year 7.23%.

INDFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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