IUASX Mutual Fund

NAV$33.79

Returns Overview

1 Month
+0.75%
3 Months
+5.96%
6 Months
+6.50%
YTD
+5.86%
1 Year
+14.15%
3 Years (annualized)
+9.90%
5 Years (annualized)
+5.77%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUASX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+6.73%
vs Peers
-0.86%

IUASX Mutual Fund Performance

IUASX performance across multiple time periods: 1-month 0.75%, YTD 5.86%, 1-year 14.15%, 3-year 9.90%, 5-year 5.77%, 10-year 8.30%.

IUASX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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