IEOHX Mutual Fund

IEOHX Mutual Fund

NAV$18.50
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Returns Overview

1 Month
+3.14%
3 Months
-4.09%
6 Months
+11.66%
YTD
+6.05%
1 Year
+12.73%
3 Years (annualized)
+20.98%
5 Years (annualized)
+9.76%
10 Years (annualized)
+15.48%

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
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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 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+8.51%
vs Peers
-2.46%

IEOHX Mutual Fund Performance

IEOHX performance across multiple time periods: 1-month 3.14%, YTD 6.05%, 1-year 12.73%, 3-year 20.98%, 5-year 9.76%, 10-year 15.48%.

IEOHX returns trail the peer average of 8.51% 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.