IEGAX Mutual Fund

IEGAX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
-2.39%
3 Months
+0.31%
6 Months
+10.53%
YTD
+7.82%
1 Year
+10.94%
3 Years (annualized)
+13.60%
5 Years (annualized)
+6.75%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+7.86%
vs Peers
-0.04%

IEGAX Mutual Fund Performance

IEGAX performance across multiple time periods: 1-month -2.39%, YTD 7.82%, 1-year 10.94%, 3-year 13.60%, 5-year 6.75%, 10-year 8.47%.

IEGAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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