IFAFX Mutual Fund

IFAFX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
-4.36%
3 Months
-0.81%
6 Months
+2.19%
YTD
+4.51%
1 Year
+7.88%
3 Years (annualized)
+14.68%
5 Years (annualized)
+8.38%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFAFX 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)
+4.51%
Peer Avg (YTD)
+6.10%
vs Peers
-1.59%

IFAFX Mutual Fund Performance

IFAFX performance across multiple time periods: 1-month -4.36%, YTD 4.51%, 1-year 7.88%, 3-year 14.68%, 5-year 8.38%, 10-year 8.64%.

IFAFX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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