IOSSX Mutual Fund

IOSSX Mutual Fund

NAV$7.73
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Returns Overview

1 Month
-3.14%
3 Months
-3.51%
6 Months
-2.58%
YTD
-3.83%
1 Year
-3.83%
3 Years (annualized)
+3.60%
5 Years (annualized)
-2.32%
10 Years (annualized)
+0.42%

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
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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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-3.83%
Peer Avg (YTD)
-1.59%
vs Peers
-2.25%

IOSSX Mutual Fund Performance

IOSSX performance across multiple time periods: 1-month -3.14%, YTD -3.83%, 1-year -3.83%, 3-year 3.60%, 5-year -2.32%, 10-year 0.42%.

IOSSX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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