IOBZX Mutual Fund

IOBZX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
+0.38%
3 Months
+1.06%
6 Months
+1.59%
YTD
+2.83%
1 Year
+4.78%
3 Years (annualized)
+6.68%
5 Years (annualized)
+3.99%
10 Years (annualized)
+4.09%

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)
+2.83%
Peer Avg (YTD)
+2.15%
vs Peers
+0.67%

IOBZX Mutual Fund Performance

IOBZX performance across multiple time periods: 1-month 0.38%, YTD 2.83%, 1-year 4.78%, 3-year 6.68%, 5-year 3.99%, 10-year 4.09%.

IOBZX returns outperform the peer average of 2.15% 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.