IAAAX Mutual Fund

NAV$19.28
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.22%
3 Months
+13.80%
6 Months
+9.76%
YTD
+9.11%
1 Year
+21.28%
3 Years (annualized)
+18.57%
5 Years (annualized)
+9.22%
10 Years (annualized)
+11.16%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+6.73%
vs Peers
+2.39%

IAAAX Mutual Fund Performance

IAAAX performance across multiple time periods: 1-month -0.22%, YTD 9.11%, 1-year 21.28%, 3-year 18.57%, 5-year 9.22%, 10-year 11.16%.

IAAAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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