IIIAX Mutual Fund

IIIAX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-0.61%
3 Months
-2.39%
6 Months
+1.79%
YTD
+7.45%
1 Year
+12.17%
3 Years (annualized)
+18.40%
5 Years (annualized)
+7.61%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIIAX 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(MEAFE)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+8.05%
vs Peers
-0.60%

IIIAX Mutual Fund Performance

IIIAX performance across multiple time periods: 1-month -0.61%, YTD 7.45%, 1-year 12.17%, 3-year 18.40%, 5-year 7.61%, 10-year 8.32%.

IIIAX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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