IAVGX Mutual Fund

IAVGX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-1.01%
3 Months
+5.09%
6 Months
+7.32%
YTD
+6.98%
1 Year
+18.65%
3 Years (annualized)
+18.22%
5 Years (annualized)
+12.68%
10 Years (annualized)
+14.23%

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
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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)
+6.98%
Peer Avg (YTD)
+9.41%
vs Peers
-2.43%

IAVGX Mutual Fund Performance

IAVGX performance across multiple time periods: 1-month -1.01%, YTD 6.98%, 1-year 18.65%, 3-year 18.22%, 5-year 12.68%, 10-year 14.23%.

IAVGX returns trail the peer average of 9.41% 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.