IAALX Mutual Fund

IAALX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
-0.28%
3 Months
+13.56%
6 Months
+9.30%
YTD
+8.63%
1 Year
+20.31%
3 Years (annualized)
+18.89%
5 Years (annualized)
+10.72%
10 Years (annualized)
+13.75%

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)
+8.63%
Peer Avg (YTD)
+6.73%
vs Peers
+1.90%

IAALX Mutual Fund Performance

IAALX performance across multiple time periods: 1-month -0.28%, YTD 8.63%, 1-year 20.31%, 3-year 18.89%, 5-year 10.72%, 10-year 13.75%.

IAALX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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