IOGYX Mutual Fund

IOGYX Mutual Fund

NAV$61.13
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Returns Overview

1 Month
-11.19%
3 Months
+4.44%
6 Months
-11.62%
YTD
-7.61%
1 Year
+10.51%
3 Years (annualized)
+40.54%
5 Years (annualized)
+17.74%
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)
-7.61%
Peer Avg (YTD)
-1.80%
vs Peers
-5.81%

IOGYX Mutual Fund Performance

IOGYX performance across multiple time periods: 1-month -11.19%, YTD -7.61%, 1-year 10.51%, 3-year 40.54%, 5-year 17.74%, 10-year 11.17%.

IOGYX returns trail the peer average of -1.80% YTD. With an expense ratio of 0.66%, 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.