IENIX Mutual Fund

IENIX Mutual Fund

NAV$45.23
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Returns Overview

1 Month
+5.57%
3 Months
+10.82%
6 Months
+15.55%
YTD
+41.83%
1 Year
+44.67%
3 Years (annualized)
+18.55%
5 Years (annualized)
+26.19%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IENIX 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)
+41.83%
Peer Avg (YTD)
+25.30%
vs Peers
+16.53%

IENIX Mutual Fund Performance

IENIX performance across multiple time periods: 1-month 5.57%, YTD 41.83%, 1-year 44.67%, 3-year 18.55%, 5-year 26.19%, 10-year 8.40%.

IENIX returns outperform the peer average of 25.30% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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