IDXNX Mutual Fund

NAV$23.69

Returns Overview

1 Month
-0.08%
3 Months
+11.54%
6 Months
+9.73%
YTD
+9.17%
1 Year
+19.54%
3 Years (annualized)
+16.00%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXNX 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)
+9.17%
Peer Avg (YTD)
+7.64%
vs Peers
+1.53%

IDXNX Mutual Fund Performance

IDXNX performance across multiple time periods: 1-month -0.08%, YTD 9.17%, 1-year 19.54%, 3-year 16.00%, 5-year 8.23%, 10-year 10.48%.

IDXNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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