IAVSX Mutual Fund

IAVSX Mutual Fund

NAV$16.20
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Returns Overview

1 Month
+2.20%
3 Months
+1.39%
6 Months
+9.23%
YTD
+11.63%
1 Year
+18.07%
3 Years (annualized)
+17.58%
5 Years (annualized)
+8.70%
10 Years (annualized)
+11.08%

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
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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 Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+7.17%
vs Peers
+4.45%

IAVSX Mutual Fund Performance

IAVSX performance across multiple time periods: 1-month 2.20%, YTD 11.63%, 1-year 18.07%, 3-year 17.58%, 5-year 8.70%, 10-year 11.08%.

IAVSX returns outperform the peer average of 7.17% 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.