IALAX Mutual Fund

IALAX Mutual Fund

NAV$44.13
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Returns Overview

1 Month
-0.05%
3 Months
+0.05%
6 Months
+16.10%
YTD
-0.23%
1 Year
-10.35%
3 Years (annualized)
+24.80%
5 Years (annualized)
-2.73%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IALAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+16.41%
vs Peers
-16.64%

IALAX Mutual Fund Performance

IALAX performance across multiple time periods: 1-month -0.05%, YTD -0.23%, 1-year -10.35%, 3-year 24.80%, 5-year -2.73%, 10-year 14.00%.

IALAX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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