IEOTX Mutual Fund

IEOTX Mutual Fund

NAV$15.35
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Returns Overview

1 Month
-5.42%
3 Months
+1.15%
6 Months
+4.44%
YTD
+2.55%
1 Year
+9.12%
3 Years (annualized)
+18.93%
5 Years (annualized)
+9.32%
10 Years (annualized)
+14.61%

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)
+2.55%
Peer Avg (YTD)
+6.23%
vs Peers
-3.68%

IEOTX Mutual Fund Performance

IEOTX performance across multiple time periods: 1-month -5.42%, YTD 2.55%, 1-year 9.12%, 3-year 18.93%, 5-year 9.32%, 10-year 14.61%.

IEOTX returns trail the peer average of 6.23% 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.