IOFAX Mutual Fund

IOFAX Mutual Fund

NAV$7.01
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Returns Overview

1 Month
-1.28%
3 Months
+0.35%
6 Months
-0.40%
YTD
-0.15%
1 Year
+4.01%
3 Years (annualized)
+1.52%
5 Years (annualized)
-3.56%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+0.12%
vs Peers
-0.27%

IOFAX Mutual Fund Performance

IOFAX performance across multiple time periods: 1-month -1.28%, YTD -0.15%, 1-year 4.01%, 3-year 1.52%, 5-year -3.56%, 10-year 1.09%.

IOFAX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

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