IEAIX Mutual Fund

NAV$13.33

Returns Overview

1 Month
+2.75%
3 Months
+6.75%
6 Months
+9.44%
YTD
+11.73%
1 Year
+18.19%
3 Years (annualized)
+13.91%
5 Years (annualized)
+13.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEAIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+0.47%
vs Peers
+11.26%

IEAIX Mutual Fund Performance

IEAIX performance across multiple time periods: 1-month 2.75%, YTD 11.73%, 1-year 18.19%, 3-year 13.91%, 5-year 13.44%.

IEAIX returns outperform the peer average of 0.47% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

IEAIX performance comparison shows side-by-side returns with another fund. IEAIX alternatives are available in the Mutual Fund Screener.