INEAX Mutual Fund

INEAX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
+0.37%
3 Months
-1.73%
6 Months
-1.38%
YTD
-0.09%
1 Year
+0.87%
3 Years (annualized)
+7.66%
5 Years (annualized)
+3.07%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INEAX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+1.93%
vs Peers
-2.02%

INEAX Mutual Fund Performance

INEAX performance across multiple time periods: 1-month 0.37%, YTD -0.09%, 1-year 0.87%, 3-year 7.66%, 5-year 3.07%, 10-year 4.18%.

INEAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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