IEOTX Mutual Fund

IEOTX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-6.09%
3 Months
-0.86%
6 Months
+0.28%
YTD
+1.67%
1 Year
-1.01%
3 Years (annualized)
+21.40%
5 Years (annualized)
+8.58%
10 Years (annualized)
+14.77%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+5.23%
vs Peers
-3.56%

IEOTX Mutual Fund Performance

IEOTX performance across multiple time periods: 1-month -6.09%, YTD 1.67%, 1-year -1.01%, 3-year 21.40%, 5-year 8.58%, 10-year 14.77%.

IEOTX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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