IOEZX Mutual Fund

IOEZX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
+2.16%
3 Months
+2.25%
6 Months
+11.10%
YTD
+18.94%
1 Year
+30.11%
3 Years (annualized)
+12.92%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOEZX 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
S&P 1500 Total Return Index(^SP1500TR:SP)
This Mutual Fund (YTD)
+18.94%
Peer Avg (YTD)
+6.57%
vs Peers
+12.37%

IOEZX Mutual Fund Performance

IOEZX performance across multiple time periods: 1-month 2.16%, YTD 18.94%, 1-year 30.11%, 3-year 12.92%, 5-year 6.53%, 10-year 8.83%.

IOEZX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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