IEGCX Mutual Fund

IEGCX Mutual Fund

NAV$22.01
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Returns Overview

1 Month
-1.60%
3 Months
-2.75%
6 Months
+0.38%
YTD
+5.35%
1 Year
+9.97%
3 Years (annualized)
+9.87%
5 Years (annualized)
+5.49%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEGCX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+8.67%
vs Peers
-3.32%

IEGCX Mutual Fund Performance

IEGCX performance across multiple time periods: 1-month -1.60%, YTD 5.35%, 1-year 9.97%, 3-year 9.87%, 5-year 5.49%, 10-year 7.50%.

IEGCX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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