IOMUX Mutual Fund

IOMUX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+0.35%
3 Months
+0.69%
6 Months
+6.29%
YTD
+0.35%
1 Year
+3.62%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOMUX 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
S&P Municipal Bond 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.23%
vs Peers
+0.12%

IOMUX Mutual Fund Performance

IOMUX performance across multiple time periods: 1-month 0.35%, YTD 0.35%, 1-year 3.62%, 3-year 3.66%, 5-year 0.37%.

IOMUX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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