IAGAX Mutual Fund

NAV$11.42

Returns Overview

1 Month
+0.34%
3 Months
+12.51%
6 Months
+9.40%
YTD
+8.80%
1 Year
+35.45%
3 Years (annualized)
+20.33%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAGAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+6.73%
vs Peers
+2.07%

IAGAX Mutual Fund Performance

IAGAX performance across multiple time periods: 1-month 0.34%, YTD 8.80%, 1-year 35.45%, 3-year 20.33%, 5-year 10.48%, 10-year 11.09%.

IAGAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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