IAVGX Mutual Fund

IAVGX Mutual Fund

NAV$23.41
See how much of IAVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.21%
3 Months
+0.57%
6 Months
+12.29%
YTD
+9.35%
1 Year
+19.05%
3 Years (annualized)
+19.81%
5 Years (annualized)
+12.37%
10 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+11.21%
vs Peers
-1.87%

IAVGX Mutual Fund Performance

IAVGX performance across multiple time periods: 1-month 2.21%, YTD 9.35%, 1-year 19.05%, 3-year 19.81%, 5-year 12.37%, 10-year 14.48%.

IAVGX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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