INDZX Mutual Fund

NAV$21.62

Returns Overview

1 Month
+2.18%
3 Months
+13.81%
6 Months
+15.79%
YTD
+14.78%
1 Year
+30.23%
3 Years (annualized)
+19.55%
5 Years (annualized)
+12.04%
10 Years (annualized)
+12.80%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.78%
Peer Avg (YTD)
+9.49%
vs Peers
+5.29%

INDZX Mutual Fund Performance

INDZX performance across multiple time periods: 1-month 2.18%, YTD 14.78%, 1-year 30.23%, 3-year 19.55%, 5-year 12.04%, 10-year 12.80%.

INDZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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