IALAX Mutual Fund

NAV$39.37

Returns Overview

1 Month
-2.96%
3 Months
+16.04%
6 Months
-1.23%
YTD
-0.27%
1 Year
+0.35%
3 Years (annualized)
+24.26%
5 Years (annualized)
+0.76%
10 Years (annualized)
+20.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IALAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.27%
Peer Avg (YTD)
+16.06%
vs Peers
-16.34%

IALAX Mutual Fund Performance

IALAX performance across multiple time periods: 1-month -2.96%, YTD -0.27%, 1-year 0.35%, 3-year 24.26%, 5-year 0.76%, 10-year 20.88%.

IALAX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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