IAFMX Mutual Fund

IAFMX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
+2.62%
3 Months
+2.48%
6 Months
+31.46%
YTD
+33.13%
1 Year
+21.36%
3 Years (annualized)
+26.31%
5 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAFMX 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)
+33.13%
Peer Avg (YTD)
+16.41%
vs Peers
+16.72%

IAFMX Mutual Fund Performance

IAFMX performance across multiple time periods: 1-month 2.62%, YTD 33.13%, 1-year 21.36%, 3-year 26.31%, 5-year 5.89%.

IAFMX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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