IAUTX Mutual Fund

IAUTX Mutual Fund

NAV$29.69
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Returns Overview

1 Month
+5.80%
3 Months
+3.32%
6 Months
+7.55%
YTD
+12.56%
1 Year
+17.55%
3 Years (annualized)
+17.81%
5 Years (annualized)
+9.98%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAUTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+12.56%
Peer Avg (YTD)
+12.44%
vs Peers
+0.13%

IAUTX Mutual Fund Performance

IAUTX performance across multiple time periods: 1-month 5.80%, YTD 12.56%, 1-year 17.55%, 3-year 17.81%, 5-year 9.98%, 10-year 9.01%.

IAUTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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