IASSX Mutual Fund

IASSX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
-6.53%
3 Months
-10.33%
6 Months
-0.72%
YTD
+1.29%
1 Year
+1.85%
3 Years (annualized)
+9.59%
5 Years (annualized)
+5.86%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IASSX 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)
+1.29%
Peer Avg (YTD)
+6.72%
vs Peers
-5.44%

IASSX Mutual Fund Performance

IASSX performance across multiple time periods: 1-month -6.53%, YTD 1.29%, 1-year 1.85%, 3-year 9.59%, 5-year 5.86%, 10-year 8.50%.

IASSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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