IOFCX Mutual Fund

NAV$7.02

Returns Overview

1 Month
+1.48%
3 Months
+0.76%
6 Months
+0.64%
YTD
+0.78%
1 Year
+4.00%
3 Years (annualized)
+0.99%
5 Years (annualized)
-3.80%
10 Years (annualized)
+0.62%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+3.23%
vs Peers
-2.45%

IOFCX Mutual Fund Performance

IOFCX performance across multiple time periods: 1-month 1.48%, YTD 0.78%, 1-year 4.00%, 3-year 0.99%, 5-year -3.80%, 10-year 0.62%.

IOFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 3.39%, investors should weigh costs against performance when evaluating this mutual fund.

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