IOBAX Mutual Fund

IOBAX Mutual Fund

NAV$8.18
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Returns Overview

1 Month
-1.35%
3 Months
-0.86%
6 Months
+1.41%
YTD
+1.18%
1 Year
+2.49%
3 Years (annualized)
+6.35%
5 Years (annualized)
+3.73%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Universal Index ex MBS
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+0.50%
vs Peers
+0.68%

IOBAX Mutual Fund Performance

IOBAX performance across multiple time periods: 1-month -1.35%, YTD 1.18%, 1-year 2.49%, 3-year 6.35%, 5-year 3.73%, 10-year 3.81%.

IOBAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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