IAFLX Mutual Fund

IAFLX Mutual Fund

NAV$22.95
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Returns Overview

1 Month
+2.64%
3 Months
+2.50%
6 Months
+31.49%
YTD
+18.64%
1 Year
+19.35%
3 Years (annualized)
+29.64%
5 Years (annualized)
+16.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAFLX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+18.64%
Peer Avg (YTD)
+16.41%
vs Peers
+2.24%

IAFLX Mutual Fund Performance

IAFLX performance across multiple time periods: 1-month 2.64%, YTD 18.64%, 1-year 19.35%, 3-year 29.64%, 5-year 16.20%.

IAFLX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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