IAFMX Mutual Fund

NAV$17.08

Returns Overview

1 Month
+9.24%
3 Months
+3.85%
6 Months
+18.99%
YTD
+9.04%
1 Year
+33.71%
3 Years
+31.67%
5 Years
+15.77%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
+9.04%
Peer Avg (YTD)
-0.14%
vs Peers
+9.18%

IAFMX Mutual Fund Performance

IAFMX performance across multiple time periods: 1-month 9.24%, YTD 9.04%, 1-year 33.71%, 3-year 31.67%, 5-year 15.77%.

IAFMX returns outperform the peer average of -0.14% 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.