IOBZX Mutual Fund

IOBZX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.28%
3 Months
+1.17%
6 Months
+1.57%
YTD
+2.44%
1 Year
+5.38%
3 Years (annualized)
+6.52%
5 Years (annualized)
+4.02%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOBZX 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
Barclays Capital US Universal Index ex MBS
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+0.12%
vs Peers
+2.32%

IOBZX Mutual Fund Performance

IOBZX performance across multiple time periods: 1-month 0.28%, YTD 2.44%, 1-year 5.38%, 3-year 6.52%, 5-year 4.02%, 10-year 4.10%.

IOBZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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