IACIX Mutual Fund

IACIX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+2.77%
3 Months
+7.53%
6 Months
+11.88%
YTD
+16.18%
1 Year
+21.47%
3 Years (annualized)
+9.75%
5 Years (annualized)
+7.29%
10 Years (annualized)
+9.50%

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)
+16.18%
Peer Avg (YTD)
+9.54%
vs Peers
+6.64%

IACIX Mutual Fund Performance

IACIX performance across multiple time periods: 1-month 2.77%, YTD 16.18%, 1-year 21.47%, 3-year 9.75%, 5-year 7.29%, 10-year 9.50%.

IACIX returns outperform the peer average of 9.54% 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.