IOBAX Mutual Fund

IOBAX Mutual Fund

NAV$8.39
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.39%
3 Months
+2.30%
6 Months
+2.18%
YTD
+2.06%
1 Year
+5.00%
3 Years (annualized)
+6.61%
5 Years (annualized)
+3.75%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Universal Index ex MBS
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+3.23%
vs Peers
-1.17%

IOBAX Mutual Fund Performance

IOBAX performance across multiple time periods: 1-month 0.39%, YTD 2.06%, 1-year 5.00%, 3-year 6.61%, 5-year 3.75%, 10-year 3.98%.

IOBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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