ICON FlexibleBondFund (IOBZX) Alternatives
ICON FlexibleBondFund (IOBZX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IOBZX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IOBZX
IOBZX charges 0.76% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among IOBZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | IOBZX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | IOBZX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | IOBZX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | IOBZX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | IOBZX vs MOFIX |
Best Risk-Adjusted Alternatives to IOBZX
Among mutual funds in the Multisector Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | IOBZX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | IOBZX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | IOBZX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | IOBZX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | IOBZX vs DBSCX |
Top Performing IOBZX Alternatives (YTD)
IOBZX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | IOBZX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | IOBZX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | IOBZX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | IOBZX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | IOBZX vs AXSIX |
Lowest Volatility Alternatives to IOBZX
IOBZX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | IOBZX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | IOBZX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | IOBZX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | IOBZX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | IOBZX vs NWXHX |
Lowest Drawdown Alternatives to IOBZX
IOBZX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | IOBZX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | IOBZX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | IOBZX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | IOBZX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | IOBZX vs BWDTX |
Other Mutual Funds from ICON Funds
Most popular ICON Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ICON Health and Information Technology Fund | Technology Equities | 66 | -4.55% | Feb 18, 1997 | IOBZX vs ICTEX | |
| ICON Consumer Select Fund | Financials Equities | 6 | -9.09% | Jul 1, 1997 | IOBZX vs ICFSX | |
| ICON Natural Resources and Infrastructure Fund | Energy Equities | 83 | 12.94% | May 4, 1997 | IOBZX vs ICBMX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 8.64% | May 9, 2004 | IOBZX vs IOEZX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | IOBZX vs IOLZX |
Often Compared With IOBZX
What investors most often compare with IOBZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance High Yield ETF | High Yield Bonds | 82 | -0.49% | Oct 16, 2023 | IOBZX vs EVHY | |
| Buffalo High Yield Fund | High Yield Bonds | 62 | -0.57% | May 19, 1995 | IOBZX vs BUFHX | |
| iShares Core U.S. Aggregate Bond ETF | Total Bond Market | 60 | 0.02% | Sep 22, 2003 | IOBZX vs AGG | |
| Vanguard Total Bond Market ETF | Total Bond Market | 59 | 0.05% | Apr 3, 2007 | IOBZX vs BND | |
| iShares Ultra Short Duration Bond Active ETF | Ultrashort Bond | 100 | 0.74% | Dec 11, 2013 | IOBZX vs ICSH | |
| Intrepid Income Fund | Multisector Bonds | 94 | -0.24% | Jul 1, 2007 | IOBZX vs ICMUX | |
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 97 | 0.41% | Jun 27, 2011 | IOBZX vs ANGLX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 81 | 0.44% | Jun 29, 2021 | IOBZX vs CBRDX |
Compare IOBZX with Any Fund or Stock
Compare IOBZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.