IEFRX Mutual Fund

IEFRX Mutual Fund

NAV$46.05
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Returns Overview

1 Month
+14.06%
3 Months
+16.24%
6 Months
+14.14%
YTD
+55.58%
1 Year
+59.01%
3 Years (annualized)
+22.37%
5 Years (annualized)
+22.65%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEFRX 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)
+55.58%
Peer Avg (YTD)
+26.44%
vs Peers
+29.14%

IEFRX Mutual Fund Performance

IEFRX performance across multiple time periods: 1-month 14.06%, YTD 55.58%, 1-year 59.01%, 3-year 22.37%, 5-year 22.65%, 10-year 8.73%.

IEFRX returns outperform the peer average of 26.44% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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