IOGPX Mutual Fund

IOGPX Mutual Fund

NAV$6.47
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Returns Overview

1 Month
-6.88%
3 Months
-1.93%
6 Months
+0.54%
YTD
+1.85%
1 Year
+13.76%
3 Years (annualized)
+12.37%
5 Years (annualized)
+4.25%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOGPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+6.23%
vs Peers
-4.38%

IOGPX Mutual Fund Performance

IOGPX performance across multiple time periods: 1-month -6.88%, YTD 1.85%, 1-year 13.76%, 3-year 12.37%, 5-year 4.25%, 10-year 11.03%.

IOGPX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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