IARAX Mutual Fund

IARAX Mutual Fund

NAV$16.73
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Returns Overview

1 Month
-2.65%
3 Months
+1.53%
6 Months
+3.98%
YTD
+14.13%
1 Year
+12.15%
3 Years (annualized)
+7.52%
5 Years (annualized)
+0.52%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARAX 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 Index(SPX)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+9.10%
vs Peers
+5.04%

IARAX Mutual Fund Performance

IARAX performance across multiple time periods: 1-month -2.65%, YTD 14.13%, 1-year 12.15%, 3-year 7.52%, 5-year 0.52%, 10-year 4.37%.

IARAX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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