IEOHX Mutual Fund

NAV$18.49
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Returns Overview

1 Month
-1.72%
3 Months
+21.67%
6 Months
+8.73%
YTD
+8.67%
1 Year
+18.92%
3 Years (annualized)
+22.72%
5 Years (annualized)
+11.76%
10 Years (annualized)
+17.85%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+8.97%
vs Peers
-0.30%

IEOHX Mutual Fund Performance

IEOHX performance across multiple time periods: 1-month -1.72%, YTD 8.67%, 1-year 18.92%, 3-year 22.72%, 5-year 11.76%, 10-year 17.85%.

IEOHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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