IUAEX Mutual Fund

IUAEX Mutual Fund

NAV$32.31
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Returns Overview

1 Month
-1.60%
3 Months
-1.36%
6 Months
+10.45%
YTD
+10.16%
1 Year
+14.55%
3 Years (annualized)
+16.60%
5 Years (annualized)
+6.38%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUAEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+9.29%
vs Peers
+0.86%

IUAEX Mutual Fund Performance

IUAEX performance across multiple time periods: 1-month -1.60%, YTD 10.16%, 1-year 14.55%, 3-year 16.60%, 5-year 6.38%, 10-year 8.65%.

IUAEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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