IEFRX Mutual Fund

IEFRX Mutual Fund

NAV$44.38
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Returns Overview

1 Month
+14.09%
3 Months
-1.81%
6 Months
+19.19%
YTD
+33.84%
1 Year
+41.48%
3 Years (annualized)
+16.29%
5 Years (annualized)
+24.13%
10 Years (annualized)
+7.16%

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)
+33.84%
Peer Avg (YTD)
+19.98%
vs Peers
+13.86%

IEFRX Mutual Fund Performance

IEFRX performance across multiple time periods: 1-month 14.09%, YTD 33.84%, 1-year 41.48%, 3-year 16.29%, 5-year 24.13%, 10-year 7.16%.

IEFRX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.48%, 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.