IIFIX Mutual Fund

NAV$10.48

Returns Overview

1 Month
-0.66%
3 Months
+1.95%
6 Months
+0.29%
YTD
+0.96%
1 Year
+15.41%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.79%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIFIX 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)
+0.96%
Peer Avg (YTD)
+5.87%
vs Peers
-4.90%

IIFIX Mutual Fund Performance

IIFIX performance across multiple time periods: 1-month -0.66%, YTD 0.96%, 1-year 15.41%, 3-year 13.75%, 5-year 6.79%, 10-year 7.41%.

IIFIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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