IYEFX Mutual Fund

NAV$12.49

Returns Overview

1 Month
-4.14%
3 Months
+0.91%
6 Months
+15.55%
YTD
+13.10%
1 Year
+36.50%
3 Years (annualized)
+10.17%
5 Years (annualized)
+13.81%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYEFX 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 Investable Markets Index
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+14.02%
vs Peers
-0.92%

IYEFX Mutual Fund Performance

IYEFX performance across multiple time periods: 1-month -4.14%, YTD 13.10%, 1-year 36.50%, 3-year 10.17%, 5-year 13.81%, 10-year 0.85%.

IYEFX returns trail the peer average of 14.02% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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