IAAAX Mutual Fund

IAAAX Mutual Fund

NAV$19.02
See how much of IAAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.16%
3 Months
+4.67%
6 Months
+6.90%
YTD
+9.29%
1 Year
+19.87%
3 Years (annualized)
+17.60%
5 Years (annualized)
+9.19%
10 Years (annualized)
+10.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+6.57%
vs Peers
+2.72%

IAAAX Mutual Fund Performance

IAAAX performance across multiple time periods: 1-month 0.16%, YTD 9.29%, 1-year 19.87%, 3-year 17.60%, 5-year 9.19%, 10-year 10.78%.

IAAAX returns outperform the peer average of 6.57% 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.