IAXTX Mutual Fund

IAXTX Mutual Fund

NAV$5.44
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Returns Overview

1 Month
+1.75%
3 Months
-1.16%
6 Months
-34.32%
YTD
+3.53%
1 Year
+0.03%
3 Years (annualized)
-1.80%
5 Years (annualized)
-4.35%
10 Years (annualized)
+7.13%

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)
+3.53%
Peer Avg (YTD)
+9.89%
vs Peers
-6.36%

IAXTX Mutual Fund Performance

IAXTX performance across multiple time periods: 1-month 1.75%, YTD 3.53%, 1-year 0.03%, 3-year -1.80%, 5-year -4.35%, 10-year 7.13%.

IAXTX returns trail the peer average of 9.89% 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.