IUEFX Mutual Fund

IUEFX Mutual Fund

NAV$33.69
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Returns Overview

1 Month
-0.83%
3 Months
+3.77%
6 Months
+5.68%
YTD
+12.70%
1 Year
+23.52%
3 Years (annualized)
+14.82%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUEFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+9.42%
vs Peers
+3.28%

IUEFX Mutual Fund Performance

IUEFX performance across multiple time periods: 1-month -0.83%, YTD 12.70%, 1-year 23.52%, 3-year 14.82%, 5-year 6.80%, 10-year 9.04%.

IUEFX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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