INDFX Mutual Fund

INDFX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
+1.85%
3 Months
+3.56%
6 Months
+6.28%
YTD
+14.93%
1 Year
+22.86%
3 Years (annualized)
+13.28%
5 Years (annualized)
+0.05%
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)
+14.93%
Peer Avg (YTD)
+8.51%
vs Peers
+6.42%

INDFX Mutual Fund Performance

INDFX performance across multiple time periods: 1-month 1.85%, YTD 14.93%, 1-year 22.86%, 3-year 13.28%, 5-year 0.05%, 10-year 7.23%.

INDFX returns outperform the peer average of 8.51% 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.