IUASX Mutual Fund

IUASX Mutual Fund

NAV$33.79
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Returns Overview

1 Month
+1.08%
3 Months
+2.22%
6 Months
+4.92%
YTD
+7.01%
1 Year
+14.44%
3 Years (annualized)
+11.89%
5 Years (annualized)
+7.42%
10 Years (annualized)
+8.06%

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)
+7.01%
Peer Avg (YTD)
+6.57%
vs Peers
+0.44%

IUASX Mutual Fund Performance

IUASX performance across multiple time periods: 1-month 1.08%, YTD 7.01%, 1-year 14.44%, 3-year 11.89%, 5-year 7.42%, 10-year 8.06%.

IUASX returns outperform the peer average of 6.57% 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.