IAXAX Mutual Fund

NAV$5.21

Returns Overview

1 Month
+3.55%
3 Months
+15.28%
6 Months
+8.33%
YTD
+7.23%
1 Year
+7.56%
3 Years (annualized)
+20.43%
5 Years (annualized)
+18.56%
10 Years (annualized)
+19.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+7.23%
Peer Avg (YTD)
+10.82%
vs Peers
-3.58%

IAXAX Mutual Fund Performance

IAXAX performance across multiple time periods: 1-month 3.55%, YTD 7.23%, 1-year 7.56%, 3-year 20.43%, 5-year 18.56%, 10-year 19.15%.

IAXAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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