IOSAX Mutual Fund

IOSAX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
+0.22%
3 Months
-1.10%
6 Months
-3.09%
YTD
-0.94%
1 Year
-0.40%
3 Years (annualized)
+3.34%
5 Years (annualized)
-2.60%
10 Years (annualized)
+0.14%

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)
-0.94%
Peer Avg (YTD)
+0.20%
vs Peers
-1.15%

IOSAX Mutual Fund Performance

IOSAX performance across multiple time periods: 1-month 0.22%, YTD -0.94%, 1-year -0.40%, 3-year 3.34%, 5-year -2.60%, 10-year 0.14%.

IOSAX returns trail the peer average of 0.20% 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.