IB

IBALX

IBALX Mutual Fund
$37.67
-0.19 (-0.50%)
NAV as of Sep 01, 2026

Performance

1 Month
+0.0%
3 Months
-0.1%
YTD
+5.7%
1 Year
+10.1%

Price return, based on split- and dividend-adjusted closing prices.

Risk

Volatility 1-year annualized
8.3%
Largest decline max drawdown, since Aug 2025
-6.1%
Risk-adjusted return Sharpe ratio, 1-year
1.21

Own IBALX?

See how IBALX contributes to your portfolio's return, allocation, and risk.

7-day free trial, then $9/month.