IAAEX Mutual Fund

IAAEX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
+5.45%
3 Months
+4.94%
6 Months
+4.84%
YTD
+8.29%
1 Year
+14.60%
3 Years (annualized)
+9.63%
5 Years (annualized)
+7.20%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAAEX 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
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📉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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+9.54%
vs Peers
-1.25%

IAAEX Mutual Fund Performance

IAAEX performance across multiple time periods: 1-month 5.45%, YTD 8.29%, 1-year 14.60%, 3-year 9.63%, 5-year 7.20%, 10-year 8.69%.

IAAEX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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