INDZX Mutual Fund

INDZX Mutual Fund

NAV$21.64
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Returns Overview

1 Month
+3.24%
3 Months
+1.58%
6 Months
+8.56%
YTD
+18.75%
1 Year
+23.11%
3 Years (annualized)
+22.34%
5 Years (annualized)
+11.92%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDZX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.75%
Peer Avg (YTD)
+14.61%
vs Peers
+4.14%

INDZX Mutual Fund Performance

INDZX performance across multiple time periods: 1-month 3.24%, YTD 18.75%, 1-year 23.11%, 3-year 22.34%, 5-year 11.92%, 10-year 13.15%.

INDZX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

INDZX vs another fund shows side-by-side returns. INDZX alternatives are available in the Mutual Fund Screener.