IAALX Mutual Fund

IAALX Mutual Fund

NAV$17.69
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Returns Overview

1 Month
-1.12%
3 Months
-0.34%
6 Months
+4.12%
YTD
+8.38%
1 Year
+10.75%
3 Years (annualized)
+20.45%
5 Years (annualized)
+7.57%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAALX 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)
+8.38%
Peer Avg (YTD)
+6.22%
vs Peers
+2.16%

IAALX Mutual Fund Performance

IAALX performance across multiple time periods: 1-month -1.12%, YTD 8.38%, 1-year 10.75%, 3-year 20.45%, 5-year 7.57%, 10-year 9.96%.

IAALX returns outperform the peer average of 6.22% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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