IACIX Mutual Fund

IACIX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-6.51%
3 Months
-10.28%
6 Months
-0.70%
YTD
+1.43%
1 Year
+2.07%
3 Years (annualized)
+9.86%
5 Years (annualized)
+6.13%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IACIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+6.72%
vs Peers
-5.29%

IACIX Mutual Fund Performance

IACIX performance across multiple time periods: 1-month -6.51%, YTD 1.43%, 1-year 2.07%, 3-year 9.86%, 5-year 6.13%, 10-year 8.75%.

IACIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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