IUAAX Mutual Fund

IUAAX Mutual Fund

NAV$33.11
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Returns Overview

1 Month
+0.74%
3 Months
+5.92%
6 Months
+6.38%
YTD
+5.78%
1 Year
+13.86%
3 Years (annualized)
+9.60%
5 Years (annualized)
+5.48%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUAAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+6.73%
vs Peers
-0.94%

IUAAX Mutual Fund Performance

IUAAX performance across multiple time periods: 1-month 0.74%, YTD 5.78%, 1-year 13.86%, 3-year 9.60%, 5-year 5.48%, 10-year 8.01%.

IUAAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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