IAFLX Mutual Fund

NAV$21.81
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Returns Overview

1 Month
-2.13%
3 Months
+28.29%
6 Months
+16.00%
YTD
+15.76%
1 Year
+46.49%
3 Years (annualized)
+29.12%
5 Years (annualized)
+17.04%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.76%
Peer Avg (YTD)
+16.06%
vs Peers
-0.31%

IAFLX Mutual Fund Performance

IAFLX performance across multiple time periods: 1-month -2.13%, YTD 15.76%, 1-year 46.49%, 3-year 29.12%, 5-year 17.04%.

IAFLX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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