IUASX Mutual Fund

IUASX Mutual Fund

NAV$32.88
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Returns Overview

1 Month
+1.03%
3 Months
+2.89%
6 Months
+4.23%
YTD
+8.11%
1 Year
+13.72%
3 Years (annualized)
+10.50%
5 Years (annualized)
+5.83%
10 Years (annualized)
+7.97%

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
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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)
+8.11%
Peer Avg (YTD)
+7.17%
vs Peers
+0.93%

IUASX Mutual Fund Performance

IUASX performance across multiple time periods: 1-month 1.03%, YTD 8.11%, 1-year 13.72%, 3-year 10.50%, 5-year 5.83%, 10-year 7.97%.

IUASX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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