IUENX Mutual Fund

IUENX Mutual Fund

NAV$33.71
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Returns Overview

1 Month
-0.83%
3 Months
+3.77%
6 Months
+5.72%
YTD
+12.73%
1 Year
+23.63%
3 Years (annualized)
+14.92%
5 Years (annualized)
+6.91%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUENX 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)
+12.73%
Peer Avg (YTD)
+9.42%
vs Peers
+3.31%

IUENX Mutual Fund Performance

IUENX performance across multiple time periods: 1-month -0.83%, YTD 12.73%, 1-year 23.63%, 3-year 14.92%, 5-year 6.91%, 10-year 9.14%.

IUENX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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