IOGPX Mutual Fund

NAV$6.22

Returns Overview

3 Months
+15.34%
6 Months
+9.38%
YTD
+8.11%
1 Year
+23.14%
3 Years (annualized)
+28.64%
5 Years (annualized)
+17.42%
10 Years (annualized)
+18.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOGPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+8.97%
vs Peers
-0.87%

IOGPX Mutual Fund Performance

IOGPX performance across multiple time periods: YTD 8.11%, 1-year 23.14%, 3-year 28.64%, 5-year 17.42%, 10-year 18.16%.

IOGPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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