IEYCX Mutual Fund

IEYCX Mutual Fund

NAV$11.57

Returns Overview

1 Month
-4.21%
3 Months
+0.80%
6 Months
+15.31%
YTD
+12.80%
1 Year
+35.52%
3 Years (annualized)
+9.54%
5 Years (annualized)
+13.25%
10 Years (annualized)
+0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEYCX 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
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+14.02%
vs Peers
-1.22%

IEYCX Mutual Fund Performance

IEYCX performance across multiple time periods: 1-month -4.21%, YTD 12.80%, 1-year 35.52%, 3-year 9.54%, 5-year 13.25%, 10-year 0.39%.

IEYCX returns trail the peer average of 14.02% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

IEYCX performance comparison shows side-by-side returns with another fund. IEYCX alternatives are available in the Mutual Fund Screener.