IFACX Mutual Fund

NAV$27.42

Returns Overview

1 Month
+2.28%
3 Months
+1.63%
6 Months
+3.32%
YTD
+6.44%
1 Year
+12.06%
3 Years (annualized)
+12.28%
5 Years (annualized)
+7.05%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFACX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+6.73%
vs Peers
-0.28%

IFACX Mutual Fund Performance

IFACX performance across multiple time periods: 1-month 2.28%, YTD 6.44%, 1-year 12.06%, 3-year 12.28%, 5-year 7.05%, 10-year 7.49%.

IFACX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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