IOEZX Mutual Fund

IOEZX Mutual Fund

NAV$20.47
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Returns Overview

1 Month
+3.34%
3 Months
-2.46%
6 Months
-0.27%
YTD
+14.26%
1 Year
+20.64%
3 Years (annualized)
+15.55%
5 Years (annualized)
+5.62%
10 Years (annualized)
+8.99%

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
PROUpgrade to run
🏦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)
+14.26%
Peer Avg (YTD)
+6.22%
vs Peers
+8.04%

IOEZX Mutual Fund Performance

IOEZX performance across multiple time periods: 1-month 3.34%, YTD 14.26%, 1-year 20.64%, 3-year 15.55%, 5-year 5.62%, 10-year 8.99%.

IOEZX returns outperform the peer average of 6.22% 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.