IAUYX Mutual Fund

NAV$29.51
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Returns Overview

1 Month
+2.72%
3 Months
+5.58%
6 Months
+7.52%
YTD
+6.64%
1 Year
+16.02%
3 Years (annualized)
+12.07%
5 Years (annualized)
+9.06%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAUYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+9.49%
vs Peers
-2.85%

IAUYX Mutual Fund Performance

IAUYX performance across multiple time periods: 1-month 2.72%, YTD 6.64%, 1-year 16.02%, 3-year 12.07%, 5-year 9.06%, 10-year 8.36%.

IAUYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

IAUYX performance comparison shows side-by-side returns with another fund. IAUYX alternatives are available in the Mutual Fund Screener.