IAVIX Mutual Fund

IAVIX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-1.33%
3 Months
+3.80%
6 Months
+7.45%
YTD
+9.30%
1 Year
+18.35%
3 Years (annualized)
+16.16%
5 Years (annualized)
+9.01%
10 Years (annualized)
+11.13%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+6.57%
vs Peers
+2.73%

IAVIX Mutual Fund Performance

IAVIX performance across multiple time periods: 1-month -1.33%, YTD 9.30%, 1-year 18.35%, 3-year 16.16%, 5-year 9.01%, 10-year 11.13%.

IAVIX returns outperform the peer average of 6.57% 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.