IAAAX Mutual Fund

IAAAX Mutual Fund

NAV$19.01
See how much of IAAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.31%
3 Months
+1.13%
6 Months
+15.08%
YTD
+10.35%
1 Year
+14.88%
3 Years (annualized)
+19.50%
5 Years (annualized)
+9.27%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+6.10%
vs Peers
+4.25%

IAAAX Mutual Fund Performance

IAAAX performance across multiple time periods: 1-month -1.31%, YTD 10.35%, 1-year 14.88%, 3-year 19.50%, 5-year 9.27%, 10-year 10.95%.

IAAAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

IAAAX vs another fund shows side-by-side returns. IAAAX alternatives are available in the Mutual Fund Screener.