IDXQX Mutual Fund

NAV$25.33

Returns Overview

1 Month
-0.11%
3 Months
+13.40%
6 Months
+11.31%
YTD
+10.62%
1 Year
+22.60%
3 Years (annualized)
+18.21%
5 Years (annualized)
+9.85%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDXQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+7.64%
vs Peers
+2.98%

IDXQX Mutual Fund Performance

IDXQX performance across multiple time periods: 1-month -0.11%, YTD 10.62%, 1-year 22.60%, 3-year 18.21%, 5-year 9.85%, 10-year 11.70%.

IDXQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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