IXXVX Mutual Fund

NAV$10.58

Returns Overview

1 Month
+0.36%
3 Months
+4.83%
6 Months
+4.64%
YTD
+6.62%
1 Year
+7.95%
3 Years (annualized)
+7.57%
5 Years (annualized)
+6.02%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IXXVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+9.70%
vs Peers
-3.09%

IXXVX Mutual Fund Performance

IXXVX performance across multiple time periods: 1-month 0.36%, YTD 6.62%, 1-year 7.95%, 3-year 7.57%, 5-year 6.02%, 10-year 6.03%.

IXXVX returns trail the peer average of 9.70% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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