IFUTX Mutual Fund

NAV$29.06

Returns Overview

1 Month
+2.76%
3 Months
+5.59%
6 Months
+7.57%
YTD
+6.72%
1 Year
+16.08%
3 Years (annualized)
+12.16%
5 Years (annualized)
+9.15%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFUTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+9.49%
vs Peers
-2.77%

IFUTX Mutual Fund Performance

IFUTX performance across multiple time periods: 1-month 2.76%, YTD 6.72%, 1-year 16.08%, 3-year 12.16%, 5-year 9.15%, 10-year 8.06%.

IFUTX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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