INDZX Mutual Fund

INDZX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
+0.96%
3 Months
+6.87%
6 Months
+12.60%
YTD
+16.90%
1 Year
+29.89%
3 Years (annualized)
+18.26%
5 Years (annualized)
+12.10%
10 Years (annualized)
+12.64%

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
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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)
+16.90%
Peer Avg (YTD)
+11.41%
vs Peers
+5.49%

INDZX Mutual Fund Performance

INDZX performance across multiple time periods: 1-month 0.96%, YTD 16.90%, 1-year 29.89%, 3-year 18.26%, 5-year 12.10%, 10-year 12.64%.

INDZX returns outperform the peer average of 11.41% 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.