IAVSX Mutual Fund

NAV$16.44

Returns Overview

1 Month
+0.51%
3 Months
+14.99%
6 Months
+11.29%
YTD
+10.66%
1 Year
+21.11%
3 Years (annualized)
+17.56%
5 Years (annualized)
+9.22%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVSX 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)
+10.66%
Peer Avg (YTD)
+6.73%
vs Peers
+3.94%

IAVSX Mutual Fund Performance

IAVSX performance across multiple time periods: 1-month 0.51%, YTD 10.66%, 1-year 21.11%, 3-year 17.56%, 5-year 9.22%, 10-year 11.44%.

IAVSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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