IEMSX Mutual Fund

IEMSX Mutual Fund

NAV$16.05
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Returns Overview

1 Month
-1.31%
3 Months
+23.77%
6 Months
+31.93%
YTD
+30.07%
1 Year
+53.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEMSX 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 Emerging Markets Index
This Mutual Fund (YTD)
+30.07%
Peer Avg (YTD)
+9.51%
vs Peers
+20.56%

IEMSX Mutual Fund Performance

IEMSX performance across multiple time periods: 1-month -1.31%, YTD 30.07%, 1-year 53.78%.

IEMSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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