IXISX Mutual Fund

IXISX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
-0.15%
3 Months
-0.28%
6 Months
-2.78%
YTD
+7.56%
1 Year
+8.37%
3 Years (annualized)
+16.65%
5 Years (annualized)
+6.27%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IXISX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+6.71%
vs Peers
+0.85%

IXISX Mutual Fund Performance

IXISX performance across multiple time periods: 1-month -0.15%, YTD 7.56%, 1-year 8.37%, 3-year 16.65%, 5-year 6.27%, 10-year 8.61%.

IXISX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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