IOFIX Mutual Fund

NAV$7.07

Returns Overview

1 Month
+1.55%
3 Months
+0.99%
6 Months
+1.26%
YTD
+1.26%
1 Year
+5.02%
3 Years (annualized)
+2.00%
5 Years (annualized)
-2.83%
10 Years (annualized)
+1.62%

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
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)
+1.26%
Peer Avg (YTD)
+3.23%
vs Peers
-1.96%

IOFIX Mutual Fund Performance

IOFIX performance across multiple time periods: 1-month 1.55%, YTD 1.26%, 1-year 5.02%, 3-year 2.00%, 5-year -2.83%, 10-year 1.62%.

IOFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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