IEQAX Mutual Fund

IEQAX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
+1.97%
3 Months
+5.56%
6 Months
+16.29%
YTD
+14.60%
1 Year
+28.13%
3 Years (annualized)
+12.97%
5 Years (annualized)
+3.65%
10 Years (annualized)
+7.60%

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
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📉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 1500 Total Return Index(^SP1500TR:SP)
This Mutual Fund (YTD)
+14.60%
Peer Avg (YTD)
+6.73%
vs Peers
+7.88%

IEQAX Mutual Fund Performance

IEQAX performance across multiple time periods: 1-month 1.97%, YTD 14.60%, 1-year 28.13%, 3-year 12.97%, 5-year 3.65%, 10-year 7.60%.

IEQAX returns outperform the peer average of 6.73% 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.