IEGYX Mutual Fund

IEGYX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
+4.39%
3 Months
-1.26%
6 Months
+1.51%
YTD
+10.68%
1 Year
+14.25%
3 Years (annualized)
+13.89%
5 Years (annualized)
+7.02%
10 Years (annualized)
+8.48%

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)
+10.68%
Peer Avg (YTD)
+9.98%
vs Peers
+0.70%

IEGYX Mutual Fund Performance

IEGYX performance across multiple time periods: 1-month 4.39%, YTD 10.68%, 1-year 14.25%, 3-year 13.89%, 5-year 7.02%, 10-year 8.48%.

IEGYX returns outperform the peer average of 9.98% 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.