IUEFX Mutual Fund

IUEFX Mutual Fund

NAV$32.80
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Returns Overview

1 Month
+1.14%
3 Months
+1.02%
6 Months
+1.78%
YTD
+13.99%
1 Year
+21.11%
3 Years (annualized)
+17.00%
5 Years (annualized)
+6.17%
10 Years (annualized)
+8.74%

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
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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 ex US Index
This Mutual Fund (YTD)
+13.99%
Peer Avg (YTD)
+10.17%
vs Peers
+3.82%

IUEFX Mutual Fund Performance

IUEFX performance across multiple time periods: 1-month 1.14%, YTD 13.99%, 1-year 21.11%, 3-year 17.00%, 5-year 6.17%, 10-year 8.74%.

IUEFX returns outperform the peer average of 10.17% 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.