IOGPX Mutual Fund

IOGPX Mutual Fund

NAV$6.36
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Returns Overview

1 Month
-0.94%
3 Months
-3.06%
6 Months
+11.82%
YTD
+4.80%
1 Year
+8.02%
3 Years (annualized)
+22.68%
5 Years (annualized)
+14.59%
10 Years (annualized)
+17.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOGPX 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
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+8.68%
vs Peers
-3.88%

IOGPX Mutual Fund Performance

IOGPX performance across multiple time periods: 1-month -0.94%, YTD 4.80%, 1-year 8.02%, 3-year 22.68%, 5-year 14.59%, 10-year 17.05%.

IOGPX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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