IFTIX Mutual Fund

NAV$10.76

Returns Overview

1 Month
+4.36%
3 Months
+5.91%
6 Months
-22.20%
YTD
-19.04%
1 Year
+16.90%
3 Years (annualized)
+19.02%
5 Years (annualized)
+11.22%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFTIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
-19.04%
Peer Avg (YTD)
+8.71%
vs Peers
-27.75%

IFTIX Mutual Fund Performance

IFTIX performance across multiple time periods: 1-month 4.36%, YTD -19.04%, 1-year 16.90%, 3-year 19.02%, 5-year 11.22%, 10-year 9.20%.

IFTIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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