IUENX Mutual Fund

IUENX Mutual Fund

NAV$31.91
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Returns Overview

1 Month
-3.86%
3 Months
-4.27%
6 Months
-0.65%
YTD
+6.27%
1 Year
+8.69%
3 Years (annualized)
+16.89%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.73%

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)
+6.27%
Peer Avg (YTD)
+8.05%
vs Peers
-1.79%

IUENX Mutual Fund Performance

IUENX performance across multiple time periods: 1-month -3.86%, YTD 6.27%, 1-year 8.69%, 3-year 16.89%, 5-year 5.97%, 10-year 8.73%.

IUENX returns trail the peer average of 8.05% 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.