IOGYX Mutual Fund

NAV$62.64

Returns Overview

1 Month
-14.55%
3 Months
-16.22%
6 Months
-10.38%
YTD
-10.47%
1 Year
+43.08%
3 Years (annualized)
+33.71%
5 Years (annualized)
+15.79%

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
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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-10.47%
Peer Avg (YTD)
-2.18%
vs Peers
-8.29%

IOGYX Mutual Fund Performance

IOGYX performance across multiple time periods: 1-month -14.55%, YTD -10.47%, 1-year 43.08%, 3-year 33.71%, 5-year 15.79%.

IOGYX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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