IENIX Mutual Fund

NAV$41.93

Returns Overview

1 Month
-8.03%
3 Months
-14.62%
6 Months
+17.70%
YTD
+15.39%
1 Year
+26.93%
3 Years (annualized)
+14.81%
5 Years (annualized)
+19.34%
10 Years (annualized)
+6.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+15.39%
Peer Avg (YTD)
+14.02%
vs Peers
+1.37%

IENIX Mutual Fund Performance

IENIX performance across multiple time periods: 1-month -8.03%, YTD 15.39%, 1-year 26.93%, 3-year 14.81%, 5-year 19.34%, 10-year 6.10%.

IENIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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