IAFMX Mutual Fund

IAFMX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
-7.25%
3 Months
-2.82%
6 Months
+2.78%
YTD
+23.48%
1 Year
+6.64%
3 Years (annualized)
+27.81%
5 Years (annualized)
+4.44%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAFMX 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)
+23.48%
Peer Avg (YTD)
+11.26%
vs Peers
+12.23%

IAFMX Mutual Fund Performance

IAFMX performance across multiple time periods: 1-month -7.25%, YTD 23.48%, 1-year 6.64%, 3-year 27.81%, 5-year 4.44%, 10-year 10.40%.

IAFMX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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