IOEZX Mutual Fund

NAV$21.13

Returns Overview

1 Month
+1.98%
3 Months
+5.60%
6 Months
+16.42%
YTD
+14.67%
1 Year
+28.45%
3 Years (annualized)
+13.45%
5 Years (annualized)
+5.91%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOEZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 1500 Total Return Index(^SP1500TR:SP)
This Mutual Fund (YTD)
+14.67%
Peer Avg (YTD)
+6.73%
vs Peers
+7.94%

IOEZX Mutual Fund Performance

IOEZX performance across multiple time periods: 1-month 1.98%, YTD 14.67%, 1-year 28.45%, 3-year 13.45%, 5-year 5.91%, 10-year 9.70%.

IOEZX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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