IUAIX Mutual Fund

IUAIX Mutual Fund

NAV$34.76
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Returns Overview

1 Month
+0.76%
3 Months
+6.06%
6 Months
+6.66%
YTD
+6.02%
1 Year
+14.44%
3 Years (annualized)
+10.21%
5 Years (annualized)
+6.05%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUAIX 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)
+6.02%
Peer Avg (YTD)
+6.73%
vs Peers
-0.70%

IUAIX Mutual Fund Performance

IUAIX performance across multiple time periods: 1-month 0.76%, YTD 6.02%, 1-year 14.44%, 3-year 10.21%, 5-year 6.05%, 10-year 8.58%.

IUAIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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