INIIX Mutual Fund

NAV$35.55

Returns Overview

1 Month
+0.45%
3 Months
-17.04%
6 Months
-24.47%
YTD
-4.77%
1 Year
+58.90%
3 Years (annualized)
+44.42%
5 Years (annualized)
+21.63%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INIIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 AC World Index Net
This Mutual Fund (YTD)
-4.77%
Peer Avg (YTD)
-2.18%
vs Peers
-2.58%

INIIX Mutual Fund Performance

INIIX performance across multiple time periods: 1-month 0.45%, YTD -4.77%, 1-year 58.90%, 3-year 44.42%, 5-year 21.63%, 10-year 13.06%.

INIIX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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