IENYX Mutual Fund

IENYX Mutual Fund

NAV$40.62
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Returns Overview

1 Month
-8.02%
3 Months
-14.63%
6 Months
+17.69%
YTD
+15.38%
1 Year
+26.87%
3 Years (annualized)
+14.72%
5 Years (annualized)
+19.24%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IENYX 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)
+15.38%
Peer Avg (YTD)
+14.02%
vs Peers
+1.36%

IENYX Mutual Fund Performance

IENYX performance across multiple time periods: 1-month -8.02%, YTD 15.38%, 1-year 26.87%, 3-year 14.72%, 5-year 19.24%, 10-year 5.93%.

IENYX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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