IBNAX Mutual Fund

NAV$26.84

Returns Overview

1 Month
-1.54%
3 Months
+0.79%
6 Months
+3.59%
YTD
+4.44%
1 Year
+12.74%
3 Years (annualized)
+13.73%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBNAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+5.87%
vs Peers
-1.43%

IBNAX Mutual Fund Performance

IBNAX performance across multiple time periods: 1-month -1.54%, YTD 4.44%, 1-year 12.74%, 3-year 13.73%, 5-year 7.24%, 10-year 9.20%.

IBNAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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