IFAAX Mutual Fund

IFAAX Mutual Fund

NAV$24.56
See how much of IFAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.52%
3 Months
-0.32%
6 Months
+0.56%
YTD
+2.73%
1 Year
+3.32%
3 Years (annualized)
+9.27%
5 Years (annualized)
+2.55%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFAAX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+2.95%
vs Peers
-0.23%

IFAAX Mutual Fund Performance

IFAAX performance across multiple time periods: 1-month 1.52%, YTD 2.73%, 1-year 3.32%, 3-year 9.27%, 5-year 2.55%, 10-year 4.60%.

IFAAX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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