IAAEX Mutual Fund

NAV$11.03

Returns Overview

1 Month
-1.06%
3 Months
+3.63%
6 Months
+3.52%
YTD
+2.70%
1 Year
+8.98%
3 Years (annualized)
+7.75%
5 Years (annualized)
+5.22%
10 Years (annualized)
+8.00%

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
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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+10.82%
vs Peers
-8.12%

IAAEX Mutual Fund Performance

IAAEX performance across multiple time periods: 1-month -1.06%, YTD 2.70%, 1-year 8.98%, 3-year 7.75%, 5-year 5.22%, 10-year 8.00%.

IAAEX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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