IASTX Mutual Fund

NAV$24.35

Returns Overview

1 Month
-0.65%
3 Months
+0.16%
6 Months
+1.84%
YTD
+3.93%
1 Year
+13.35%
3 Years (annualized)
+15.34%
5 Years (annualized)
+8.53%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASTX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+5.87%
vs Peers
-1.94%

IASTX Mutual Fund Performance

IASTX performance across multiple time periods: 1-month -0.65%, YTD 3.93%, 1-year 13.35%, 3-year 15.34%, 5-year 8.53%, 10-year 9.84%.

IASTX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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