IASAX Mutual Fund

NAV$10.67

Returns Overview

1 Month
+4.41%
3 Months
+10.65%
6 Months
+13.70%
YTD
+12.89%
1 Year
+19.62%
3 Years (annualized)
+9.40%
5 Years (annualized)
+6.13%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+10.82%
vs Peers
+2.08%

IASAX Mutual Fund Performance

IASAX performance across multiple time periods: 1-month 4.41%, YTD 12.89%, 1-year 19.62%, 3-year 9.40%, 5-year 6.13%, 10-year 9.01%.

IASAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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