IEOSX Mutual Fund

IEOSX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-1.74%
3 Months
+21.48%
6 Months
+8.55%
YTD
+8.49%
1 Year
+18.62%
3 Years (annualized)
+22.38%
5 Years (annualized)
+23.10%
10 Years (annualized)
+23.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEOSX 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)
+8.49%
Peer Avg (YTD)
+8.97%
vs Peers
-0.48%

IEOSX Mutual Fund Performance

IEOSX performance across multiple time periods: 1-month -1.74%, YTD 8.49%, 1-year 18.62%, 3-year 22.38%, 5-year 23.10%, 10-year 23.65%.

IEOSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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