IEPSX Mutual Fund

IEPSX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
+1.62%
3 Months
+3.59%
6 Months
+4.70%
YTD
+6.26%
1 Year
+8.53%
3 Years (annualized)
+3.49%
5 Years (annualized)
+5.34%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEPSX 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)
+6.26%
Peer Avg (YTD)
+6.37%
vs Peers
-0.10%

IEPSX Mutual Fund Performance

IEPSX performance across multiple time periods: 1-month 1.62%, YTD 6.26%, 1-year 8.53%, 3-year 3.49%, 5-year 5.34%, 10-year 2.79%.

IEPSX returns trail the peer average of 6.37% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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