IIBAX Mutual Fund

NAV$8.60

Returns Overview

1 Month
-1.94%
3 Months
-1.49%
6 Months
-2.71%
YTD
-2.71%
1 Year
+4.25%
3 Years (annualized)
+4.73%
5 Years (annualized)
+0.10%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIBAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.71%
Peer Avg (YTD)
+3.23%
vs Peers
-5.94%

IIBAX Mutual Fund Performance

IIBAX performance across multiple time periods: 1-month -1.94%, YTD -2.71%, 1-year 4.25%, 3-year 4.73%, 5-year 0.10%, 10-year 2.00%.

IIBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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