INFIX Mutual Fund

INFIX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+1.04%
3 Months
-6.05%
6 Months
-8.05%
YTD
-4.01%
1 Year
+10.31%
3 Years (annualized)
+9.83%
5 Years (annualized)
+17.37%
10 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INFIX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
-4.01%
Peer Avg (YTD)
+1.90%
vs Peers
-5.91%

INFIX Mutual Fund Performance

INFIX performance across multiple time periods: 1-month 1.04%, YTD -4.01%, 1-year 10.31%, 3-year 9.83%, 5-year 17.37%, 10-year 3.21%.

INFIX returns trail the peer average of 1.90% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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