IOSIX Mutual Fund

NAV$8.07

Returns Overview

1 Month
-0.60%
3 Months
+1.02%
6 Months
-0.45%
YTD
-0.21%
1 Year
+0.64%
3 Years (annualized)
+3.79%
5 Years (annualized)
-2.11%
10 Years (annualized)
+0.68%

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

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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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+0.99%
vs Peers
-1.20%

IOSIX Mutual Fund Performance

IOSIX performance across multiple time periods: 1-month -0.60%, YTD -0.21%, 1-year 0.64%, 3-year 3.79%, 5-year -2.11%, 10-year 0.68%.

IOSIX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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