IASCX Mutual Fund

IASCX Mutual Fund

NAV$13.69
See how much of IASCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.29%
3 Months
-3.05%
6 Months
+3.79%
YTD
+11.20%
1 Year
+13.22%
3 Years (annualized)
+17.22%
5 Years (annualized)
+5.36%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+12.21%
vs Peers
-1.01%

IASCX Mutual Fund Performance

IASCX performance across multiple time periods: 1-month 1.29%, YTD 11.20%, 1-year 13.22%, 3-year 17.22%, 5-year 5.36%, 10-year 8.09%.

IASCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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