IEMHX Mutual Fund

IEMHX Mutual Fund

NAV$16.11

Returns Overview

1 Month
+3.05%
3 Months
+31.44%
6 Months
+37.40%
YTD
+33.94%
1 Year
+65.23%
3 Years (annualized)
+28.83%
5 Years (annualized)
+9.41%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEMHX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+33.94%
Peer Avg (YTD)
+23.08%
vs Peers
+10.87%

IEMHX Mutual Fund Performance

IEMHX performance across multiple time periods: 1-month 3.05%, YTD 33.94%, 1-year 65.23%, 3-year 28.83%, 5-year 9.41%, 10-year 11.25%.

IEMHX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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