ILAAX Mutual Fund

ILAAX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
+0.36%
3 Months
+5.01%
6 Months
+5.16%
YTD
+4.97%
1 Year
+11.57%
3 Years (annualized)
+9.39%
5 Years (annualized)
+4.05%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILAAX 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)
+4.97%
Peer Avg (YTD)
+4.14%
vs Peers
+0.83%

ILAAX Mutual Fund Performance

ILAAX performance across multiple time periods: 1-month 0.36%, YTD 4.97%, 1-year 11.57%, 3-year 9.39%, 5-year 4.05%, 10-year 4.92%.

ILAAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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