IOAPX Mutual Fund

IOAPX Mutual Fund

NAV$34.02
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Returns Overview

1 Month
+1.89%
3 Months
+1.24%
6 Months
+10.11%
YTD
+9.32%
1 Year
+15.32%
3 Years (annualized)
+20.91%
5 Years (annualized)
+12.12%
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
PROUpgrade to run
🏦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)
+9.32%
Peer Avg (YTD)
+9.59%
vs Peers
-0.27%

IOAPX Mutual Fund Performance

IOAPX performance across multiple time periods: 1-month 1.89%, YTD 9.32%, 1-year 15.32%, 3-year 20.91%, 5-year 12.12%, 10-year 13.91%.

IOAPX returns trail the peer average of 9.59% 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.