IIIAX Mutual Fund

NAV$14.76

Returns Overview

1 Month
-0.20%
3 Months
+2.15%
6 Months
+0.27%
YTD
+5.20%
1 Year
+18.82%
3 Years (annualized)
+15.43%
5 Years (annualized)
+8.19%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIIAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+9.13%
vs Peers
-3.93%

IIIAX Mutual Fund Performance

IIIAX performance across multiple time periods: 1-month -0.20%, YTD 5.20%, 1-year 18.82%, 3-year 15.43%, 5-year 8.19%, 10-year 8.62%.

IIIAX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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