IYEFX Mutual Fund

IYEFX Mutual Fund

NAV$12.55
See how much of IYEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.65%
3 Months
-3.67%
6 Months
+7.21%
YTD
+16.31%
1 Year
+32.98%
3 Years (annualized)
+8.91%
5 Years (annualized)
+16.35%
10 Years (annualized)
+1.12%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+19.98%
vs Peers
-3.67%

IYEFX Mutual Fund Performance

IYEFX performance across multiple time periods: 1-month 0.65%, YTD 16.31%, 1-year 32.98%, 3-year 8.91%, 5-year 16.35%, 10-year 1.12%.

IYEFX returns trail the peer average of 19.98% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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