INDZX Mutual Fund

INDZX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
+2.47%
3 Months
+5.70%
6 Months
+11.63%
YTD
+19.79%
1 Year
+28.09%
3 Years (annualized)
+20.19%
5 Years (annualized)
+12.29%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDZX 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
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📉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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.79%
Peer Avg (YTD)
+12.44%
vs Peers
+7.35%

INDZX Mutual Fund Performance

INDZX performance across multiple time periods: 1-month 2.47%, YTD 19.79%, 1-year 28.09%, 3-year 20.19%, 5-year 12.29%, 10-year 12.78%.

INDZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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