IAXIX Mutual Fund

IAXIX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
+1.74%
3 Months
-1.08%
6 Months
-24.10%
YTD
+3.78%
1 Year
+0.49%
3 Years (annualized)
+3.40%
5 Years (annualized)
-1.18%
10 Years (annualized)
+9.10%

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)
+3.78%
Peer Avg (YTD)
+9.89%
vs Peers
-6.11%

IAXIX Mutual Fund Performance

IAXIX performance across multiple time periods: 1-month 1.74%, YTD 3.78%, 1-year 0.49%, 3-year 3.40%, 5-year -1.18%, 10-year 9.10%.

IAXIX returns trail the peer average of 9.89% 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.