IFAAX Mutual Fund

IFAAX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
-2.72%
3 Months
-2.83%
6 Months
+2.06%
YTD
+1.19%
1 Year
+2.81%
3 Years (annualized)
+8.69%
5 Years (annualized)
+2.76%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFAAX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+2.46%
vs Peers
-1.27%

IFAAX Mutual Fund Performance

IFAAX performance across multiple time periods: 1-month -2.72%, YTD 1.19%, 1-year 2.81%, 3-year 8.69%, 5-year 2.76%, 10-year 4.60%.

IFAAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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