IOFAX Mutual Fund

IOFAX Mutual Fund

NAV$6.76
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Returns Overview

1 Month
-2.88%
3 Months
-3.87%
6 Months
-2.84%
YTD
-2.77%
1 Year
-1.26%
3 Years (annualized)
+1.93%
5 Years (annualized)
-3.72%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOFAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.77%
Peer Avg (YTD)
+0.50%
vs Peers
-3.27%

IOFAX Mutual Fund Performance

IOFAX performance across multiple time periods: 1-month -2.88%, YTD -2.77%, 1-year -1.26%, 3-year 1.93%, 5-year -3.72%, 10-year 1.10%.

IOFAX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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