IOFCX Mutual Fund

IOFCX Mutual Fund

NAV$6.70
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Returns Overview

1 Month
+0.06%
3 Months
+0.30%
6 Months
-1.84%
YTD
-0.39%
1 Year
+3.53%
3 Years (annualized)
+1.17%
5 Years (annualized)
-4.45%
10 Years (annualized)
+0.34%

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)
-0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-2.54%

IOFCX Mutual Fund Performance

IOFCX performance across multiple time periods: 1-month 0.06%, YTD -0.39%, 1-year 3.53%, 3-year 1.17%, 5-year -4.45%, 10-year 0.34%.

IOFCX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.86%, 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.