IEQAX Mutual Fund

IEQAX Mutual Fund

NAV$20.89
See how much of IEQAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.12%
3 Months
+2.19%
6 Months
+10.96%
YTD
+18.76%
1 Year
+29.82%
3 Years (annualized)
+12.64%
5 Years (annualized)
+6.27%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEQAX 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 1500 Total Return Index(^SP1500TR:SP)
This Mutual Fund (YTD)
+18.76%
Peer Avg (YTD)
+6.57%
vs Peers
+12.19%

IEQAX Mutual Fund Performance

IEQAX performance across multiple time periods: 1-month 2.12%, YTD 18.76%, 1-year 29.82%, 3-year 12.64%, 5-year 6.27%, 10-year 8.56%.

IEQAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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