INFFX Mutual Fund

NAV$8.89

Returns Overview

1 Month
+0.91%
3 Months
-6.32%
6 Months
-8.35%
YTD
-4.31%
1 Year
+9.40%
3 Years (annualized)
+8.79%
5 Years (annualized)
+16.24%
10 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INFFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
-4.31%
Peer Avg (YTD)
+1.90%
vs Peers
-6.20%

INFFX Mutual Fund Performance

INFFX performance across multiple time periods: 1-month 0.91%, YTD -4.31%, 1-year 9.40%, 3-year 8.79%, 5-year 16.24%, 10-year 2.19%.

INFFX returns trail the peer average of 1.90% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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