IEFCX Mutual Fund

NAV$32.95

Returns Overview

1 Month
-8.12%
3 Months
-14.86%
6 Months
+17.08%
YTD
+14.80%
1 Year
+25.60%
3 Years (annualized)
+13.57%
5 Years (annualized)
+18.06%
10 Years (annualized)
+4.88%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.80%
Peer Avg (YTD)
+14.02%
vs Peers
+0.78%

IEFCX Mutual Fund Performance

IEFCX performance across multiple time periods: 1-month -8.12%, YTD 14.80%, 1-year 25.60%, 3-year 13.57%, 5-year 18.06%, 10-year 4.88%.

IEFCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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