IEFCX Mutual Fund

IEFCX Mutual Fund

NAV$35.49
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Returns Overview

1 Month
+5.48%
3 Months
+10.50%
6 Months
+14.93%
YTD
+40.82%
1 Year
+43.14%
3 Years (annualized)
+17.27%
5 Years (annualized)
+24.82%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+40.82%
Peer Avg (YTD)
+25.30%
vs Peers
+15.52%

IEFCX Mutual Fund Performance

IEFCX performance across multiple time periods: 1-month 5.48%, YTD 40.82%, 1-year 43.14%, 3-year 17.27%, 5-year 24.82%, 10-year 7.15%.

IEFCX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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