IEGCX Mutual Fund

NAV$21.87

Returns Overview

1 Month
-4.07%
3 Months
+10.01%
6 Months
+7.45%
YTD
+7.07%
1 Year
+7.88%
3 Years (annualized)
+11.72%
5 Years (annualized)
+5.59%
10 Years (annualized)
+8.27%

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
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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+9.16%
vs Peers
-2.10%

IEGCX Mutual Fund Performance

IEGCX performance across multiple time periods: 1-month -4.07%, YTD 7.07%, 1-year 7.88%, 3-year 11.72%, 5-year 5.59%, 10-year 8.27%.

IEGCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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