IAAAX Mutual Fund

IAAAX Mutual Fund

NAV$18.55
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Returns Overview

1 Month
-1.12%
3 Months
-0.16%
6 Months
+4.50%
YTD
+9.11%
1 Year
+11.56%
3 Years (annualized)
+21.42%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAAAX 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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+6.22%
vs Peers
+2.89%

IAAAX Mutual Fund Performance

IAAAX performance across multiple time periods: 1-month -1.12%, YTD 9.11%, 1-year 11.56%, 3-year 21.42%, 5-year 8.44%, 10-year 10.82%.

IAAAX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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