IEPIX Mutual Fund

IEPIX Mutual Fund

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Returns Overview

1 Month
+1.45%
3 Months
+3.44%
6 Months
+4.68%
YTD
+6.16%
1 Year
+8.68%
3 Years (annualized)
+3.65%
5 Years (annualized)
+5.53%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEPIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+6.37%
vs Peers
-0.21%

IEPIX Mutual Fund Performance

IEPIX performance across multiple time periods: 1-month 1.45%, YTD 6.16%, 1-year 8.68%, 3-year 3.65%, 5-year 5.53%, 10-year 2.95%.

IEPIX returns trail the peer average of 6.37% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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