IOGYX Mutual Fund

IOGYX Mutual Fund

NAV$72.00
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Returns Overview

1 Month
-1.19%
3 Months
-15.38%
6 Months
-19.41%
YTD
-11.54%
1 Year
+43.73%
3 Years (annualized)
+30.93%
5 Years (annualized)
+15.14%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOGYX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-11.54%
Peer Avg (YTD)
-3.00%
vs Peers
-8.54%

IOGYX Mutual Fund Performance

IOGYX performance across multiple time periods: 1-month -1.19%, YTD -11.54%, 1-year 43.73%, 3-year 30.93%, 5-year 15.14%, 10-year 11.17%.

IOGYX returns trail the peer average of -3.00% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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