IFAAX Mutual Fund

IFAAX Mutual Fund

NAV$24.73
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Returns Overview

1 Month
-1.04%
3 Months
+0.88%
6 Months
+2.14%
YTD
+3.06%
1 Year
+8.36%
3 Years (annualized)
+8.10%
5 Years (annualized)
+3.70%
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
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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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+3.39%
vs Peers
-0.33%

IFAAX Mutual Fund Performance

IFAAX performance across multiple time periods: 1-month -1.04%, YTD 3.06%, 1-year 8.36%, 3-year 8.10%, 5-year 3.70%, 10-year 4.60%.

IFAAX returns trail the peer average of 3.39% 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.