IEGIX Mutual Fund

IEGIX Mutual Fund

NAV$21.61
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Returns Overview

1 Month
-4.76%
3 Months
-2.92%
6 Months
-5.30%
YTD
+2.95%
1 Year
+6.70%
3 Years (annualized)
+14.57%
5 Years (annualized)
+5.66%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEGIX 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)
+2.95%
Peer Avg (YTD)
+7.47%
vs Peers
-4.52%

IEGIX Mutual Fund Performance

IEGIX performance across multiple time periods: 1-month -4.76%, YTD 2.95%, 1-year 6.70%, 3-year 14.57%, 5-year 5.66%, 10-year 8.24%.

IEGIX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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