IFAAX Mutual Fund

NAV$25.14

Returns Overview

1 Month
-0.40%
3 Months
+4.29%
6 Months
+2.92%
YTD
+2.70%
1 Year
+8.31%
3 Years (annualized)
+8.38%
5 Years (annualized)
+3.82%

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

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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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+4.14%
vs Peers
-1.44%

IFAAX Mutual Fund Performance

IFAAX performance across multiple time periods: 1-month -0.40%, YTD 2.70%, 1-year 8.31%, 3-year 8.38%, 5-year 3.82%.

IFAAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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