IAFLX Mutual Fund

NAV$17.58

Returns Overview

1 Month
+9.27%
3 Months
+3.90%
6 Months
+19.16%
YTD
+9.08%
1 Year
+34.11%
3 Years
+32.02%
5 Years
+16.07%

Risk Metrics (5-Year)

No risk data available for this ETF

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
-0.14%
vs Peers
+9.22%

IAFLX Mutual Fund Performance

IAFLX performance across multiple time periods: 1-month 9.27%, YTD 9.08%, 1-year 34.11%, 3-year 32.02%, 5-year 16.07%.

IAFLX returns outperform the peer average of -0.14% 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.