IBLLX Mutual Fund

NAV$36.59

Returns Overview

1 Month
-0.86%
3 Months
+7.91%
6 Months
+4.33%
YTD
+4.27%
1 Year
+11.43%
3 Years (annualized)
+10.98%
5 Years (annualized)
+7.29%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBLLX 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

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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)
+4.27%
Peer Avg (YTD)
+5.87%
vs Peers
-1.59%

IBLLX Mutual Fund Performance

IBLLX performance across multiple time periods: 1-month -0.86%, YTD 4.27%, 1-year 11.43%, 3-year 10.98%, 5-year 7.29%, 10-year 9.06%.

IBLLX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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