IAXTX Mutual Fund

NAV$5.35

Returns Overview

1 Month
+3.58%
3 Months
+15.40%
6 Months
+8.49%
YTD
+7.42%
1 Year
+7.72%
3 Years (annualized)
+20.49%
5 Years (annualized)
+18.53%
10 Years (annualized)
+19.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+10.82%
vs Peers
-3.40%

IAXTX Mutual Fund Performance

IAXTX performance across multiple time periods: 1-month 3.58%, YTD 7.42%, 1-year 7.72%, 3-year 20.49%, 5-year 18.53%, 10-year 19.19%.

IAXTX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

IAXTX performance comparison shows side-by-side returns with another fund. IAXTX alternatives are available in the Mutual Fund Screener.