IETFX Mutual Fund

IETFX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+1.47%
3 Months
+0.27%
6 Months
+3.27%
YTD
+5.75%
1 Year
+9.86%
3 Years (annualized)
+10.44%
5 Years (annualized)
+4.20%
10 Years (annualized)
+2.80%

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
PROUpgrade to run
🏦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)
+5.75%
Peer Avg (YTD)
+6.69%
vs Peers
-0.95%

IETFX Mutual Fund Performance

IETFX performance across multiple time periods: 1-month 1.47%, YTD 5.75%, 1-year 9.86%, 3-year 10.44%, 5-year 4.20%, 10-year 2.80%.

IETFX returns trail the peer average of 6.69% 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.