IEYYX Mutual Fund

IEYYX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-4.14%
3 Months
+0.95%
6 Months
+15.70%
YTD
+13.23%
1 Year
+35.49%
3 Years (annualized)
+10.12%
5 Years (annualized)
+13.92%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEYYX 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
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+13.23%
Peer Avg (YTD)
+14.02%
vs Peers
-0.79%

IEYYX Mutual Fund Performance

IEYYX performance across multiple time periods: 1-month -4.14%, YTD 13.23%, 1-year 35.49%, 3-year 10.12%, 5-year 13.92%, 10-year 1.08%.

IEYYX returns trail the peer average of 14.02% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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