IIIIX Mutual Fund

NAV$15.30

Returns Overview

1 Month
+2.34%
3 Months
+0.92%
6 Months
+2.55%
YTD
+6.69%
1 Year
+19.32%
3 Years (annualized)
+15.96%
5 Years (annualized)
+8.71%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIIIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+9.13%
vs Peers
-2.44%

IIIIX Mutual Fund Performance

IIIIX performance across multiple time periods: 1-month 2.34%, YTD 6.69%, 1-year 19.32%, 3-year 15.96%, 5-year 8.71%, 10-year 9.29%.

IIIIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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