IAXAX Mutual Fund

IAXAX Mutual Fund

NAV$5.08
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Returns Overview

1 Month
+1.70%
3 Months
-1.17%
6 Months
+2.74%
YTD
+3.39%
1 Year
-0.06%
3 Years (annualized)
+18.92%
5 Years (annualized)
+12.78%
10 Years (annualized)
+18.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXAX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+9.89%
vs Peers
-6.50%

IAXAX Mutual Fund Performance

IAXAX performance across multiple time periods: 1-month 1.70%, YTD 3.39%, 1-year -0.06%, 3-year 18.92%, 5-year 12.78%, 10-year 18.07%.

IAXAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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