IENAX Mutual Fund

NAV$40.41
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Returns Overview

1 Month
-8.05%
3 Months
-14.67%
6 Months
+17.53%
YTD
+15.25%
1 Year
+26.57%
3 Years (annualized)
+14.42%
5 Years (annualized)
+18.94%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IENAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+14.02%
vs Peers
+1.23%

IENAX Mutual Fund Performance

IENAX performance across multiple time periods: 1-month -8.05%, YTD 15.25%, 1-year 26.57%, 3-year 14.42%, 5-year 18.94%, 10-year 5.66%.

IENAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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