IOAPX Mutual Fund

IOAPX Mutual Fund

NAV$33.42
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Returns Overview

1 Month
-1.11%
3 Months
+3.86%
6 Months
+6.45%
YTD
+7.29%
1 Year
+15.57%
3 Years (annualized)
+19.41%
5 Years (annualized)
+12.18%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOAPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+8.62%
vs Peers
-1.33%

IOAPX Mutual Fund Performance

IOAPX performance across multiple time periods: 1-month -1.11%, YTD 7.29%, 1-year 15.57%, 3-year 19.41%, 5-year 12.18%, 10-year 13.91%.

IOAPX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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