IAUYX Mutual Fund

IAUYX Mutual Fund

NAV$30.18
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Returns Overview

1 Month
+5.85%
3 Months
+3.41%
6 Months
+7.69%
YTD
+12.78%
1 Year
+17.84%
3 Years (annualized)
+18.10%
5 Years (annualized)
+10.24%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAUYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+20.32%
vs Peers
-7.55%

IAUYX Mutual Fund Performance

IAUYX performance across multiple time periods: 1-month 5.85%, YTD 12.78%, 1-year 17.84%, 3-year 18.10%, 5-year 10.24%, 10-year 9.20%.

IAUYX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

IAUYX vs another fund shows side-by-side returns. IAUYX alternatives are available in the Mutual Fund Screener.