IENAX Mutual Fund

IENAX Mutual Fund

NAV$43.91
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Returns Overview

1 Month
+5.54%
3 Months
+10.72%
6 Months
+15.35%
YTD
+38.79%
1 Year
+44.23%
3 Years (annualized)
+18.14%
5 Years (annualized)
+25.76%
10 Years (annualized)
+7.95%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+38.79%
Peer Avg (YTD)
+25.30%
vs Peers
+13.49%

IENAX Mutual Fund Performance

IENAX performance across multiple time periods: 1-month 5.54%, YTD 38.79%, 1-year 44.23%, 3-year 18.14%, 5-year 25.76%, 10-year 7.95%.

IENAX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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