IEOHX Mutual Fund

IEOHX Mutual Fund

NAV$18.06
See how much of IEOHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.38%
3 Months
+1.22%
6 Months
+4.65%
YTD
+2.82%
1 Year
+9.54%
3 Years (annualized)
+19.42%
5 Years (annualized)
+9.76%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEOHX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.82%
Peer Avg (YTD)
+6.23%
vs Peers
-3.41%

IEOHX Mutual Fund Performance

IEOHX performance across multiple time periods: 1-month -5.38%, YTD 2.82%, 1-year 9.54%, 3-year 19.42%, 5-year 9.76%, 10-year 15.07%.

IEOHX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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