IAXSX Mutual Fund

NAV$10.06

Returns Overview

1 Month
+3.55%
3 Months
+15.37%
6 Months
+8.57%
YTD
+7.46%
1 Year
+7.83%
3 Years (annualized)
+15.63%
5 Years (annualized)
+6.84%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXSX 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)
+7.46%
Peer Avg (YTD)
+10.82%
vs Peers
-3.35%

IAXSX Mutual Fund Performance

IAXSX performance across multiple time periods: 1-month 3.55%, YTD 7.46%, 1-year 7.83%, 3-year 15.63%, 5-year 6.84%, 10-year 13.25%.

IAXSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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