IACIX Mutual Fund

IACIX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
+7.31%
3 Months
-6.31%
6 Months
+0.74%
YTD
+8.85%
1 Year
+13.09%
3 Years (annualized)
+13.07%
5 Years (annualized)
+5.92%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IACIX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+8.01%
vs Peers
+0.84%

IACIX Mutual Fund Performance

IACIX performance across multiple time periods: 1-month 7.31%, YTD 8.85%, 1-year 13.09%, 3-year 13.07%, 5-year 5.92%, 10-year 8.94%.

IACIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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