IAVGX Mutual Fund

IAVGX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-0.61%
3 Months
+0.57%
6 Months
+18.24%
YTD
+8.68%
1 Year
+15.02%
3 Years (annualized)
+19.81%
5 Years (annualized)
+12.37%
10 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVGX 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 Index(SPX)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.98%
vs Peers
-1.30%

IAVGX Mutual Fund Performance

IAVGX performance across multiple time periods: 1-month -0.61%, YTD 8.68%, 1-year 15.02%, 3-year 19.81%, 5-year 12.37%, 10-year 14.48%.

IAVGX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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