IOSIX Mutual Fund

IOSIX Mutual Fund

NAV$7.71
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Returns Overview

1 Month
+0.27%
3 Months
-0.93%
6 Months
-2.87%
YTD
-0.55%
1 Year
+0.05%
3 Years (annualized)
+3.85%
5 Years (annualized)
-2.31%
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
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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)
-0.55%
Peer Avg (YTD)
+0.20%
vs Peers
-0.75%

IOSIX Mutual Fund Performance

IOSIX performance across multiple time periods: 1-month 0.27%, YTD -0.55%, 1-year 0.05%, 3-year 3.85%, 5-year -2.31%, 10-year 0.46%.

IOSIX returns trail the peer average of 0.20% 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.