IARAX Mutual Fund

NAV$18.28

Returns Overview

1 Month
+1.70%
3 Months
+10.87%
6 Months
+14.54%
YTD
+14.32%
1 Year
+13.00%
3 Years (annualized)
+7.01%
5 Years (annualized)
+1.76%
10 Years (annualized)
+4.51%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+14.32%
Peer Avg (YTD)
+11.24%
vs Peers
+3.08%

IARAX Mutual Fund Performance

IARAX performance across multiple time periods: 1-month 1.70%, YTD 14.32%, 1-year 13.00%, 3-year 7.01%, 5-year 1.76%, 10-year 4.51%.

IARAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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