IETFX Mutual Fund

IETFX Mutual Fund

NAV$11.07
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Returns Overview

1 Month
-0.91%
3 Months
+1.12%
6 Months
+3.13%
YTD
+4.21%
1 Year
+10.24%
3 Years (annualized)
+9.37%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IETFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+5.79%
vs Peers
-1.58%

IETFX Mutual Fund Performance

IETFX performance across multiple time periods: 1-month -0.91%, YTD 4.21%, 1-year 10.24%, 3-year 9.37%, 5-year 4.05%, 10-year 5.27%.

IETFX returns trail the peer average of 5.79% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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