IDXGX Mutual Fund

NAV$19.89

Returns Overview

1 Month
-0.20%
3 Months
+2.16%
6 Months
+4.52%
YTD
+6.48%
1 Year
+15.66%
3 Years (annualized)
+13.18%
5 Years (annualized)
+6.55%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXGX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+7.64%
vs Peers
-1.16%

IDXGX Mutual Fund Performance

IDXGX performance across multiple time periods: 1-month -0.20%, YTD 6.48%, 1-year 15.66%, 3-year 13.18%, 5-year 6.55%, 10-year 8.91%.

IDXGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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