IAXIX Mutual Fund

NAV$8.49

Returns Overview

1 Month
+3.56%
3 Months
+15.36%
6 Months
+8.64%
YTD
+7.57%
1 Year
+8.16%
3 Years (annualized)
+19.88%
5 Years (annualized)
+14.03%
10 Years (annualized)
+17.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXIX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+10.82%
vs Peers
-3.25%

IAXIX Mutual Fund Performance

IAXIX performance across multiple time periods: 1-month 3.56%, YTD 7.57%, 1-year 8.16%, 3-year 19.88%, 5-year 14.03%, 10-year 17.14%.

IAXIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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