IAVSX Mutual Fund

IAVSX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
-1.30%
3 Months
+3.82%
6 Months
+7.34%
YTD
+9.22%
1 Year
+18.11%
3 Years (annualized)
+15.87%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVSX 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)
+9.22%
Peer Avg (YTD)
+6.57%
vs Peers
+2.65%

IAVSX Mutual Fund Performance

IAVSX performance across multiple time periods: 1-month -1.30%, YTD 9.22%, 1-year 18.11%, 3-year 15.87%, 5-year 8.74%, 10-year 10.85%.

IAVSX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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