IASBX Mutual Fund

IASBX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
+0.14%
3 Months
+0.41%
6 Months
+0.57%
YTD
+0.81%
1 Year
+3.68%
3 Years (annualized)
+4.52%
5 Years (annualized)
+1.75%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+0.12%
vs Peers
+0.69%

IASBX Mutual Fund Performance

IASBX performance across multiple time periods: 1-month 0.14%, YTD 0.81%, 1-year 3.68%, 3-year 4.52%, 5-year 1.75%, 10-year 1.83%.

IASBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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