IIASX Mutual Fund

IIASX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
-0.41%
3 Months
+1.47%
6 Months
+3.17%
YTD
+4.48%
1 Year
+10.94%
3 Years (annualized)
+8.66%
5 Years (annualized)
+3.77%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIASX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+3.39%
vs Peers
+1.09%

IIASX Mutual Fund Performance

IIASX performance across multiple time periods: 1-month -0.41%, YTD 4.48%, 1-year 10.94%, 3-year 8.66%, 5-year 3.77%, 10-year 4.63%.

IIASX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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