IOSIX Mutual Fund

IOSIX Mutual Fund

NAV$8.05
See how much of IOSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.60%
3 Months
-0.93%
6 Months
-1.74%
YTD
-0.81%
1 Year
+1.76%
3 Years (annualized)
+3.29%
5 Years (annualized)
-2.40%
10 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOSIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
+0.25%
vs Peers
-1.06%

IOSIX Mutual Fund Performance

IOSIX performance across multiple time periods: 1-month -0.60%, YTD -0.81%, 1-year 1.76%, 3-year 3.29%, 5-year -2.40%, 10-year 0.46%.

IOSIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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