IASAX Mutual Fund

IASAX Mutual Fund

NAV$10.87
See how much of IASAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.16%
3 Months
+0.75%
6 Months
+8.24%
YTD
+16.81%
1 Year
+21.25%
3 Years (annualized)
+14.30%
5 Years (annualized)
+6.41%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+8.01%
vs Peers
+8.81%

IASAX Mutual Fund Performance

IASAX performance across multiple time periods: 1-month 7.16%, YTD 16.81%, 1-year 21.25%, 3-year 14.30%, 5-year 6.41%, 10-year 9.02%.

IASAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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