IAXTX Mutual Fund

IAXTX Mutual Fund

NAV$5.41
See how much of IAXTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.13%
3 Months
-5.65%
6 Months
-30.41%
YTD
-35.23%
1 Year
-1.10%
3 Years (annualized)
-1.80%
5 Years (annualized)
-4.35%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAXTX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
-35.23%
Peer Avg (YTD)
+6.73%
vs Peers
-41.95%

IAXTX Mutual Fund Performance

IAXTX performance across multiple time periods: 1-month -1.13%, YTD -35.23%, 1-year -1.10%, 3-year -1.80%, 5-year -4.35%, 10-year 7.13%.

IAXTX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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