IAVAX Mutual Fund

IAVAX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
+2.16%
3 Months
+1.32%
6 Months
+9.10%
YTD
+11.42%
1 Year
+17.78%
3 Years (annualized)
+17.37%
5 Years (annualized)
+8.48%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVAX 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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+7.17%
vs Peers
+4.24%

IAVAX Mutual Fund Performance

IAVAX performance across multiple time periods: 1-month 2.16%, YTD 11.42%, 1-year 17.78%, 3-year 17.37%, 5-year 8.48%, 10-year 10.82%.

IAVAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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