IBALX Mutual Fund

NAV$37.31

Returns Overview

1 Month
-0.78%
3 Months
+8.12%
6 Months
+4.75%
YTD
+4.66%
1 Year
+12.31%
3 Years (annualized)
+11.86%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBALX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+5.87%
vs Peers
-1.20%

IBALX Mutual Fund Performance

IBALX performance across multiple time periods: 1-month -0.78%, YTD 4.66%, 1-year 12.31%, 3-year 11.86%, 5-year 6.86%, 10-year 9.25%.

IBALX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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