IARAX Mutual Fund

IARAX Mutual Fund

NAV$18.21
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Returns Overview

1 Month
+2.55%
3 Months
+4.36%
6 Months
+14.64%
YTD
+17.24%
1 Year
+17.99%
3 Years (annualized)
+7.72%
5 Years (annualized)
+1.67%
10 Years (annualized)
+3.95%

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)
+17.24%
Peer Avg (YTD)
+12.53%
vs Peers
+4.71%

IARAX Mutual Fund Performance

IARAX performance across multiple time periods: 1-month 2.55%, YTD 17.24%, 1-year 17.99%, 3-year 7.72%, 5-year 1.67%, 10-year 3.95%.

IARAX returns outperform the peer average of 12.53% 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.