ILUAX Mutual Fund

ILUAX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
-1.37%
3 Months
-0.92%
6 Months
-1.20%
YTD
-1.02%
1 Year
+2.03%
3 Years (annualized)
+2.71%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILUAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+0.12%
vs Peers
-1.14%

ILUAX Mutual Fund Performance

ILUAX performance across multiple time periods: 1-month -1.37%, YTD -1.02%, 1-year 2.03%, 3-year 2.71%, 5-year -1.31%, 10-year 0.46%.

ILUAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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