IASTX Mutual Fund

IASTX Mutual Fund

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Returns Overview

1 Month
-0.29%
3 Months
+1.67%
6 Months
+3.68%
YTD
+5.81%
1 Year
+12.75%
3 Years (annualized)
+14.21%
5 Years (annualized)
+8.18%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASTX 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
MSCI ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+5.54%
vs Peers
+0.27%

IASTX Mutual Fund Performance

IASTX performance across multiple time periods: 1-month -0.29%, YTD 5.81%, 1-year 12.75%, 3-year 14.21%, 5-year 8.18%, 10-year 9.56%.

IASTX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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