IAVIX Mutual Fund

IAVIX Mutual Fund

NAV$16.63
See how much of IAVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.19%
3 Months
+1.39%
6 Months
+9.34%
YTD
+11.70%
1 Year
+18.34%
3 Years (annualized)
+17.87%
5 Years (annualized)
+8.95%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVIX 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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+7.17%
vs Peers
+4.53%

IAVIX Mutual Fund Performance

IAVIX performance across multiple time periods: 1-month 2.19%, YTD 11.70%, 1-year 18.34%, 3-year 17.87%, 5-year 8.95%, 10-year 11.34%.

IAVIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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