IAXTX Mutual Fund

IAXTX Mutual Fund

NAV$5.12
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Returns Overview

1 Month
-6.21%
3 Months
+0.74%
6 Months
+2.00%
YTD
+1.75%
1 Year
-1.32%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.85%
10 Years (annualized)
+11.77%

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
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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)
+1.75%
Peer Avg (YTD)
+9.54%
vs Peers
-7.79%

IAXTX Mutual Fund Performance

IAXTX performance across multiple time periods: 1-month -6.21%, YTD 1.75%, 1-year -1.32%, 3-year 12.17%, 5-year 4.85%, 10-year 11.77%.

IAXTX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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