IASPX Mutual Fund

IASPX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
-0.13%
3 Months
+14.32%
6 Months
+11.50%
YTD
+10.76%
1 Year
+21.94%
3 Years (annualized)
+17.62%
5 Years (annualized)
+8.92%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASPX 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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+7.64%
vs Peers
+3.12%

IASPX Mutual Fund Performance

IASPX performance across multiple time periods: 1-month -0.13%, YTD 10.76%, 1-year 21.94%, 3-year 17.62%, 5-year 8.92%, 10-year 10.97%.

IASPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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