IDXKX Mutual Fund

NAV$23.16

Returns Overview

1 Month
-0.04%
3 Months
+11.49%
6 Months
+9.71%
YTD
+9.09%
1 Year
+19.41%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.14%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXKX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+7.64%
vs Peers
+1.45%

IDXKX Mutual Fund Performance

IDXKX performance across multiple time periods: 1-month -0.04%, YTD 9.09%, 1-year 19.41%, 3-year 15.91%, 5-year 8.14%, 10-year 10.36%.

IDXKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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