IAXSX Mutual Fund

IAXSX Mutual Fund

NAV$7.05
See how much of IAXSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.75%
3 Months
-1.16%
6 Months
-27.87%
YTD
+3.64%
1 Year
+0.22%
3 Years (annualized)
+1.46%
5 Years (annualized)
-2.39%
10 Years (annualized)
+8.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.64%
Peer Avg (YTD)
+9.89%
vs Peers
-6.25%

IAXSX Mutual Fund Performance

IAXSX performance across multiple time periods: 1-month 1.75%, YTD 3.64%, 1-year 0.22%, 3-year 1.46%, 5-year -2.39%, 10-year 8.29%.

IAXSX returns trail the peer average of 9.89% 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.