IAXSX Mutual Fund

IAXSX Mutual Fund

NAV$7.21
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Returns Overview

1 Month
-6.18%
3 Months
+0.82%
6 Months
+2.07%
YTD
+1.86%
1 Year
-1.11%
3 Years (annualized)
+12.41%
5 Years (annualized)
+5.02%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXSX 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)
+1.86%
Peer Avg (YTD)
+9.54%
vs Peers
-7.68%

IAXSX Mutual Fund Performance

IAXSX performance across multiple time periods: 1-month -6.18%, YTD 1.86%, 1-year -1.11%, 3-year 12.41%, 5-year 5.02%, 10-year 11.95%.

IAXSX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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