IAFLX Mutual Fund

IAFLX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
-7.26%
3 Months
-2.83%
6 Months
+2.80%
YTD
+10.03%
1 Year
+14.62%
3 Years (annualized)
+31.15%
5 Years (annualized)
+14.59%
10 Years (annualized)
+16.48%

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)
+10.03%
Peer Avg (YTD)
+11.26%
vs Peers
-1.22%

IAFLX Mutual Fund Performance

IAFLX performance across multiple time periods: 1-month -7.26%, YTD 10.03%, 1-year 14.62%, 3-year 31.15%, 5-year 14.59%, 10-year 16.48%.

IAFLX returns trail the peer average of 11.26% 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.