IOSAX Mutual Fund

IOSAX Mutual Fund

NAV$7.90
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Returns Overview

1 Month
-0.66%
3 Months
-1.10%
6 Months
-2.06%
YTD
-1.16%
1 Year
+1.16%
3 Years (annualized)
+2.77%
5 Years (annualized)
-2.71%
10 Years (annualized)
+0.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOSAX 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
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📉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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
+0.25%
vs Peers
-1.41%

IOSAX Mutual Fund Performance

IOSAX performance across multiple time periods: 1-month -0.66%, YTD -1.16%, 1-year 1.16%, 3-year 2.77%, 5-year -2.71%, 10-year 0.13%.

IOSAX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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