INDCX Mutual Fund

NAV$15.32

Returns Overview

1 Month
-1.80%
3 Months
+17.62%
6 Months
+8.78%
YTD
+8.30%
1 Year
+19.89%
3 Years (annualized)
+21.77%
5 Years (annualized)
+19.56%
10 Years (annualized)
+27.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDCX 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)
+8.30%
Peer Avg (YTD)
+8.97%
vs Peers
-0.67%

INDCX Mutual Fund Performance

INDCX performance across multiple time periods: 1-month -1.80%, YTD 8.30%, 1-year 19.89%, 3-year 21.77%, 5-year 19.56%, 10-year 27.11%.

INDCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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