IOFCX Mutual Fund

IOFCX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
-1.22%
3 Months
+0.16%
6 Months
-0.64%
YTD
-0.45%
1 Year
+3.39%
3 Years (annualized)
+0.80%
5 Years (annualized)
-4.26%
10 Years (annualized)
+0.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOFCX 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)
-0.45%
Peer Avg (YTD)
+0.12%
vs Peers
-0.57%

IOFCX Mutual Fund Performance

IOFCX performance across multiple time periods: 1-month -1.22%, YTD -0.45%, 1-year 3.39%, 3-year 0.80%, 5-year -4.26%, 10-year 0.35%.

IOFCX returns trail the peer average of 0.12% YTD. With an expense ratio of 3.39%, investors should weigh costs against performance when evaluating this mutual fund.

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