IEGYX Mutual Fund

IEGYX Mutual Fund

NAV$23.81
See how much of IEGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.53%
3 Months
-2.47%
6 Months
+0.90%
YTD
+6.02%
1 Year
+11.09%
3 Years (annualized)
+10.98%
5 Years (annualized)
+6.56%
10 Years (annualized)
+8.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.02%
Peer Avg (YTD)
+8.67%
vs Peers
-2.65%

IEGYX Mutual Fund Performance

IEGYX performance across multiple time periods: 1-month -1.53%, YTD 6.02%, 1-year 11.09%, 3-year 10.98%, 5-year 6.56%, 10-year 8.58%.

IEGYX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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