IUAEX Mutual Fund

IUAEX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
-3.87%
3 Months
-4.37%
6 Months
-0.86%
YTD
+5.89%
1 Year
+8.22%
3 Years (annualized)
+16.37%
5 Years (annualized)
+5.50%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUAEX 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 ACWI ex US Index
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+8.05%
vs Peers
-2.16%

IUAEX Mutual Fund Performance

IUAEX performance across multiple time periods: 1-month -3.87%, YTD 5.89%, 1-year 8.22%, 3-year 16.37%, 5-year 5.50%, 10-year 8.24%.

IUAEX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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