IASRX Mutual Fund

IASRX Mutual Fund

NAV$22.59
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Returns Overview

1 Month
-2.87%
3 Months
-1.91%
6 Months
+6.69%
YTD
+3.78%
1 Year
+6.26%
3 Years (annualized)
+14.62%
5 Years (annualized)
+7.39%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+4.96%
vs Peers
-1.19%

IASRX Mutual Fund Performance

IASRX performance across multiple time periods: 1-month -2.87%, YTD 3.78%, 1-year 6.26%, 3-year 14.62%, 5-year 7.39%, 10-year 9.09%.

IASRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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