IXISX Mutual Fund

NAV$14.41

Returns Overview

1 Month
-0.07%
3 Months
+10.02%
6 Months
+8.46%
YTD
+7.97%
1 Year
+17.37%
3 Years (annualized)
+14.42%
5 Years (annualized)
+7.05%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IXISX 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 Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+7.64%
vs Peers
+0.33%

IXISX Mutual Fund Performance

IXISX performance across multiple time periods: 1-month -0.07%, YTD 7.97%, 1-year 17.37%, 3-year 14.42%, 5-year 7.05%, 10-year 9.45%.

IXISX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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