IUAIX Mutual Fund

IUAIX Mutual Fund

NAV$33.69
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Returns Overview

1 Month
-3.29%
3 Months
-1.20%
6 Months
+4.78%
YTD
+4.75%
1 Year
+9.18%
3 Years (annualized)
+10.81%
5 Years (annualized)
+6.11%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUAIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+6.10%
vs Peers
-1.35%

IUAIX Mutual Fund Performance

IUAIX performance across multiple time periods: 1-month -3.29%, YTD 4.75%, 1-year 9.18%, 3-year 10.81%, 5-year 6.11%, 10-year 8.25%.

IUAIX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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