IFAFX Mutual Fund

NAV$27.86

Returns Overview

1 Month
+2.35%
3 Months
+1.68%
6 Months
+3.34%
YTD
+6.54%
1 Year
+12.84%
3 Years (annualized)
+12.97%
5 Years (annualized)
+7.65%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFAFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+6.73%
vs Peers
-0.19%

IFAFX Mutual Fund Performance

IFAFX performance across multiple time periods: 1-month 2.35%, YTD 6.54%, 1-year 12.84%, 3-year 12.97%, 5-year 7.65%, 10-year 8.41%.

IFAFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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