IATXX Mutual Fund

IATXX Mutual Fund

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Returns Overview

3 Months
+0.51%
6 Months
+1.26%
YTD
+2.26%
1 Year
+2.81%
3 Years (annualized)
+3.85%
5 Years (annualized)
+3.31%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IATXX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+2.21%
vs Peers
+0.05%

IATXX Mutual Fund Performance

IATXX performance across multiple time periods: YTD 2.26%, 1-year 2.81%, 3-year 3.85%, 5-year 3.31%, 10-year 1.92%.

IATXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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