IUESX Mutual Fund

NAV$33.72

Returns Overview

1 Month
+0.69%
3 Months
+12.05%
6 Months
+13.57%
YTD
+11.83%
1 Year
+23.24%
3 Years (annualized)
+15.49%
5 Years (annualized)
+7.06%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUESX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+9.13%
vs Peers
+2.70%

IUESX Mutual Fund Performance

IUESX performance across multiple time periods: 1-month 0.69%, YTD 11.83%, 1-year 23.24%, 3-year 15.49%, 5-year 7.06%, 10-year 9.52%.

IUESX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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