INGIX Mutual Fund

INGIX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
+2.69%
3 Months
+1.60%
6 Months
+56.04%
YTD
+12.94%
1 Year
+20.03%
3 Years (annualized)
+34.75%
5 Years (annualized)
+20.15%
10 Years (annualized)
+20.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+11.21%
vs Peers
+1.73%

INGIX Mutual Fund Performance

INGIX performance across multiple time periods: 1-month 2.69%, YTD 12.94%, 1-year 20.03%, 3-year 34.75%, 5-year 20.15%, 10-year 20.59%.

INGIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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