IENSX Mutual Fund

IENSX Mutual Fund

NAV$45.21
See how much of IENSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+14.13%
3 Months
-1.64%
6 Months
+19.60%
YTD
+34.39%
1 Year
+42.45%
3 Years (annualized)
+17.04%
5 Years (annualized)
+24.94%
10 Years (annualized)
+7.89%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+34.39%
Peer Avg (YTD)
+19.98%
vs Peers
+14.41%

IENSX Mutual Fund Performance

IENSX performance across multiple time periods: 1-month 14.13%, YTD 34.39%, 1-year 42.45%, 3-year 17.04%, 5-year 24.94%, 10-year 7.89%.

IENSX returns outperform the peer average of 19.98% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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