IASCX Mutual Fund

NAV$14.13

Returns Overview

1 Month
+6.22%
3 Months
+15.26%
6 Months
+10.69%
YTD
+10.34%
1 Year
+22.19%
3 Years (annualized)
+12.81%
5 Years (annualized)
+5.15%
10 Years (annualized)
+8.37%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+18.52%
vs Peers
-8.18%

IASCX Mutual Fund Performance

IASCX performance across multiple time periods: 1-month 6.22%, YTD 10.34%, 1-year 22.19%, 3-year 12.81%, 5-year 5.15%, 10-year 8.37%.

IASCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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