IASAX Mutual Fund

IASAX Mutual Fund

NAV$10.21
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Returns Overview

1 Month
+2.70%
3 Months
+7.43%
6 Months
+11.63%
YTD
+15.94%
1 Year
+20.84%
3 Years (annualized)
+10.09%
5 Years (annualized)
+7.26%
10 Years (annualized)
+9.22%

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
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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.94%
Peer Avg (YTD)
+9.54%
vs Peers
+6.40%

IASAX Mutual Fund Performance

IASAX performance across multiple time periods: 1-month 2.70%, YTD 15.94%, 1-year 20.84%, 3-year 10.09%, 5-year 7.26%, 10-year 9.22%.

IASAX returns outperform the peer average of 9.54% 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.