IOAPX Mutual Fund

NAV$33.95

Returns Overview

1 Month
+0.48%
3 Months
+16.54%
6 Months
+8.86%
YTD
+8.50%
1 Year
+20.00%
3 Years (annualized)
+20.78%
5 Years (annualized)
+12.82%

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
PROUpgrade to run

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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+9.57%
vs Peers
-1.07%

IOAPX Mutual Fund Performance

IOAPX performance across multiple time periods: 1-month 0.48%, YTD 8.50%, 1-year 20.00%, 3-year 20.78%, 5-year 12.82%.

IOAPX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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