IBNCX Mutual Fund

NAV$26.26

Returns Overview

1 Month
-1.57%
3 Months
+0.81%
6 Months
+3.63%
YTD
+4.41%
1 Year
+11.92%
3 Years (annualized)
+12.86%
5 Years (annualized)
+6.40%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBNCX 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)
+4.41%
Peer Avg (YTD)
+5.87%
vs Peers
-1.45%

IBNCX Mutual Fund Performance

IBNCX performance across multiple time periods: 1-month -1.57%, YTD 4.41%, 1-year 11.92%, 3-year 12.86%, 5-year 6.40%, 10-year 8.39%.

IBNCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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