IAFMX Mutual Fund

NAV$21.02

Returns Overview

1 Month
-2.10%
3 Months
+28.28%
6 Months
+30.15%
YTD
+29.91%
1 Year
+50.23%
3 Years (annualized)
+29.99%
5 Years (annualized)
+17.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAFMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+29.91%
Peer Avg (YTD)
+16.06%
vs Peers
+13.85%

IAFMX Mutual Fund Performance

IAFMX performance across multiple time periods: 1-month -2.10%, YTD 29.91%, 1-year 50.23%, 3-year 29.99%, 5-year 17.38%.

IAFMX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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