IIIAX Mutual Fund

IIIAX Mutual Fund

NAV$14.72
See how much of IIIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.40%
3 Months
-0.27%
6 Months
+8.34%
YTD
+8.11%
1 Year
+14.04%
3 Years (annualized)
+17.24%
5 Years (annualized)
+8.40%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIIAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+9.29%
vs Peers
-1.18%

IIIAX Mutual Fund Performance

IIIAX performance across multiple time periods: 1-month -3.40%, YTD 8.11%, 1-year 14.04%, 3-year 17.24%, 5-year 8.40%, 10-year 8.63%.

IIIAX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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