IUEFX Mutual Fund

IUEFX Mutual Fund

NAV$33.72
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.72%
3 Months
+12.09%
6 Months
+13.65%
YTD
+11.90%
1 Year
+23.38%
3 Years (annualized)
+15.61%
5 Years (annualized)
+7.17%
10 Years (annualized)
+9.65%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+9.13%
vs Peers
+2.77%

IUEFX Mutual Fund Performance

IUEFX performance across multiple time periods: 1-month 0.72%, YTD 11.90%, 1-year 23.38%, 3-year 15.61%, 5-year 7.17%, 10-year 9.65%.

IUEFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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