IEFCX Mutual Fund

IEFCX Mutual Fund

NAV$36.77
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Returns Overview

1 Month
+14.00%
3 Months
+16.09%
6 Months
+13.87%
YTD
+54.98%
1 Year
+58.27%
3 Years (annualized)
+21.77%
5 Years (annualized)
+22.03%
10 Years (annualized)
+8.20%

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)
+54.98%
Peer Avg (YTD)
+26.44%
vs Peers
+28.54%

IEFCX Mutual Fund Performance

IEFCX performance across multiple time periods: 1-month 14.00%, YTD 54.98%, 1-year 58.27%, 3-year 21.77%, 5-year 22.03%, 10-year 8.20%.

IEFCX returns outperform the peer average of 26.44% 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.