IEGYX Mutual Fund

IEGYX Mutual Fund

NAV$23.43
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Returns Overview

1 Month
-3.94%
3 Months
+10.26%
6 Months
+7.97%
YTD
+7.67%
1 Year
+9.02%
3 Years (annualized)
+12.87%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEGYX 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)
+7.67%
Peer Avg (YTD)
+9.16%
vs Peers
-1.50%

IEGYX Mutual Fund Performance

IEGYX performance across multiple time periods: 1-month -3.94%, YTD 7.67%, 1-year 9.02%, 3-year 12.87%, 5-year 6.67%, 10-year 9.09%.

IEGYX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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