IUAEX Mutual Fund

IUAEX Mutual Fund

NAV$33.14
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.67%
3 Months
+11.98%
6 Months
+13.45%
YTD
+11.68%
1 Year
+22.93%
3 Years (annualized)
+15.19%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.25%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.68%
Peer Avg (YTD)
+9.13%
vs Peers
+2.55%

IUAEX Mutual Fund Performance

IUAEX performance across multiple time periods: 1-month 0.67%, YTD 11.68%, 1-year 22.93%, 3-year 15.19%, 5-year 6.80%, 10-year 9.25%.

IUAEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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