IAXIX Mutual Fund

IAXIX Mutual Fund

NAV$7.88
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Returns Overview

1 Month
-4.45%
3 Months
-29.17%
6 Months
-28.53%
YTD
-28.47%
1 Year
-30.23%
3 Years (annualized)
+5.20%
5 Years (annualized)
-2.63%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXIX 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)
-28.47%
Peer Avg (YTD)
+8.01%
vs Peers
-36.48%

IAXIX Mutual Fund Performance

IAXIX performance across multiple time periods: 1-month -4.45%, YTD -28.47%, 1-year -30.23%, 3-year 5.20%, 5-year -2.63%, 10-year 8.89%.

IAXIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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