IEOTX Mutual Fund

IEOTX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
+2.38%
3 Months
-0.16%
6 Months
+21.33%
YTD
+8.26%
1 Year
+9.18%
3 Years (annualized)
+20.47%
5 Years (annualized)
+9.33%
10 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEOTX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+8.68%
vs Peers
-0.42%

IEOTX Mutual Fund Performance

IEOTX performance across multiple time periods: 1-month 2.38%, YTD 8.26%, 1-year 9.18%, 3-year 20.47%, 5-year 9.33%, 10-year 15.02%.

IEOTX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

IEOTX vs another fund shows side-by-side returns. IEOTX alternatives are available in the Mutual Fund Screener.