IAFLX Mutual Fund

IAFLX Mutual Fund

NAV$22.05
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Returns Overview

1 Month
-2.18%
3 Months
+5.79%
6 Months
+16.54%
YTD
+13.24%
1 Year
+23.70%
3 Years (annualized)
+23.68%
5 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAFLX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+11.56%
vs Peers
+1.68%

IAFLX Mutual Fund Performance

IAFLX performance across multiple time periods: 1-month -2.18%, YTD 13.24%, 1-year 23.70%, 3-year 23.68%, 5-year 14.02%.

IAFLX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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