IAFEX Mutual Fund

IAFEX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+0.88%
3 Months
+8.07%
6 Months
+15.97%
YTD
+15.87%
1 Year
+10.78%
3 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAFEX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+15.87%
Peer Avg (YTD)
+7.40%
vs Peers
+8.47%

IAFEX Mutual Fund Performance

IAFEX performance across multiple time periods: 1-month 0.88%, YTD 15.87%, 1-year 10.78%, 3-year 14.92%.

IAFEX returns outperform the peer average of 7.40% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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