IOSSX Mutual Fund

NAV$8.03

Returns Overview

1 Month
-0.62%
3 Months
+0.96%
6 Months
-0.58%
YTD
-0.34%
1 Year
+0.37%
3 Years (annualized)
+3.54%
5 Years (annualized)
-2.13%
10 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOSSX 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)
-0.34%
Peer Avg (YTD)
+0.99%
vs Peers
-1.33%

IOSSX Mutual Fund Performance

IOSSX performance across multiple time periods: 1-month -0.62%, YTD -0.34%, 1-year 0.37%, 3-year 3.54%, 5-year -2.13%, 10-year 0.64%.

IOSSX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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