IOFIX Mutual Fund

IOFIX Mutual Fund

NAV$6.76
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Returns Overview

1 Month
+0.14%
3 Months
+0.56%
6 Months
-1.21%
YTD
+0.27%
1 Year
+4.70%
3 Years (annualized)
+2.19%
5 Years (annualized)
-3.49%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOFIX 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
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🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.27%
Peer Avg (YTD)
+2.15%
vs Peers
-1.88%

IOFIX Mutual Fund Performance

IOFIX performance across multiple time periods: 1-month 0.14%, YTD 0.27%, 1-year 4.70%, 3-year 2.19%, 5-year -3.49%, 10-year 1.35%.

IOFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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