IAXIX Mutual Fund

IAXIX Mutual Fund

NAV$8.44
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Returns Overview

1 Month
-1.19%
3 Months
-5.61%
6 Months
-19.71%
YTD
-25.14%
1 Year
-0.79%
3 Years (annualized)
+3.40%
5 Years (annualized)
-1.18%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXIX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
-25.14%
Peer Avg (YTD)
+6.73%
vs Peers
-31.86%

IAXIX Mutual Fund Performance

IAXIX performance across multiple time periods: 1-month -1.19%, YTD -25.14%, 1-year -0.79%, 3-year 3.40%, 5-year -1.18%, 10-year 9.10%.

IAXIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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