IENSX Mutual Fund

NAV$41.97

Returns Overview

1 Month
-8.03%
3 Months
-14.59%
6 Months
+17.75%
YTD
+15.44%
1 Year
+27.03%
3 Years (annualized)
+14.88%
5 Years (annualized)
+19.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IENSX 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)
+15.44%
Peer Avg (YTD)
+14.02%
vs Peers
+1.42%

IENSX Mutual Fund Performance

IENSX performance across multiple time periods: 1-month -8.03%, YTD 15.44%, 1-year 27.03%, 3-year 14.88%, 5-year 19.43%.

IENSX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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