IAVIX Mutual Fund

IAVIX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-1.68%
3 Months
-0.87%
6 Months
+14.11%
YTD
+9.82%
1 Year
+13.24%
3 Years (annualized)
+17.87%
5 Years (annualized)
+8.95%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+6.10%
vs Peers
+3.72%

IAVIX Mutual Fund Performance

IAVIX performance across multiple time periods: 1-month -1.68%, YTD 9.82%, 1-year 13.24%, 3-year 17.87%, 5-year 8.95%, 10-year 11.34%.

IAVIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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