IAXIX Mutual Fund

IAXIX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
-6.11%
3 Months
+0.90%
6 Months
+2.28%
YTD
+2.00%
1 Year
-0.81%
3 Years (annualized)
+12.67%
5 Years (annualized)
+5.27%
10 Years (annualized)
+12.22%

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)
+2.00%
Peer Avg (YTD)
+9.54%
vs Peers
-7.54%

IAXIX Mutual Fund Performance

IAXIX performance across multiple time periods: 1-month -6.11%, YTD 2.00%, 1-year -0.81%, 3-year 12.67%, 5-year 5.27%, 10-year 12.22%.

IAXIX returns trail the peer average of 9.54% 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.