IASRX Mutual Fund

IASRX Mutual Fund

NAV$22.59
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Returns Overview

1 Month
-0.35%
3 Months
+1.50%
6 Months
+3.38%
YTD
+5.43%
1 Year
+12.07%
3 Years (annualized)
+13.56%
5 Years (annualized)
+7.52%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+5.54%
vs Peers
-0.11%

IASRX Mutual Fund Performance

IASRX performance across multiple time periods: 1-month -0.35%, YTD 5.43%, 1-year 12.07%, 3-year 13.56%, 5-year 7.52%, 10-year 8.83%.

IASRX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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