IEAOX Mutual Fund

IEAOX Mutual Fund

NAV$12.92
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Returns Overview

3 Months
+3.81%
6 Months
+6.41%
YTD
+8.65%
1 Year
+14.74%
3 Years (annualized)
+12.65%
5 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEAOX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+0.47%
vs Peers
+8.18%

IEAOX Mutual Fund Performance

IEAOX performance across multiple time periods: YTD 8.65%, 1-year 14.74%, 3-year 12.65%, 5-year 12.54%.

IEAOX returns outperform the peer average of 0.47% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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