IEOTX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
-1.75%
3 Months
+21.52%
6 Months
+8.56%
YTD
+8.43%
1 Year
+18.48%
3 Years (annualized)
+22.21%
5 Years (annualized)
+23.07%
10 Years (annualized)
+23.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEOTX 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)
+8.43%
Peer Avg (YTD)
+8.97%
vs Peers
-0.54%

IEOTX Mutual Fund Performance

IEOTX performance across multiple time periods: 1-month -1.75%, YTD 8.43%, 1-year 18.48%, 3-year 22.21%, 5-year 23.07%, 10-year 23.56%.

IEOTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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