IASPX Mutual Fund

IASPX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
-1.00%
3 Months
+3.57%
6 Months
+7.26%
YTD
+9.64%
1 Year
+19.73%
3 Years (annualized)
+16.01%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.44%

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
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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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+6.99%
vs Peers
+2.65%

IASPX Mutual Fund Performance

IASPX performance across multiple time periods: 1-month -1.00%, YTD 9.64%, 1-year 19.73%, 3-year 16.01%, 5-year 8.57%, 10-year 10.44%.

IASPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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