IAVAX Mutual Fund

NAV$15.89

Returns Overview

1 Month
+0.53%
3 Months
+14.90%
6 Months
+11.18%
YTD
+10.54%
1 Year
+20.79%
3 Years (annualized)
+17.39%
5 Years (annualized)
+8.99%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVAX 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
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+6.73%
vs Peers
+3.81%

IAVAX Mutual Fund Performance

IAVAX performance across multiple time periods: 1-month 0.53%, YTD 10.54%, 1-year 20.79%, 3-year 17.39%, 5-year 8.99%, 10-year 11.19%.

IAVAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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