IAVIX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
+0.56%
3 Months
+15.11%
6 Months
+11.47%
YTD
+10.78%
1 Year
+21.45%
3 Years (annualized)
+17.86%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.71%

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
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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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+6.73%
vs Peers
+4.06%

IAVIX Mutual Fund Performance

IAVIX performance across multiple time periods: 1-month 0.56%, YTD 10.78%, 1-year 21.45%, 3-year 17.86%, 5-year 9.48%, 10-year 11.71%.

IAVIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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