IEGFX Mutual Fund

IEGFX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
-2.37%
3 Months
+0.40%
6 Months
+10.80%
YTD
+8.15%
1 Year
+11.39%
3 Years (annualized)
+14.17%
5 Years (annualized)
+7.29%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEGFX 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 All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+7.86%
vs Peers
+0.29%

IEGFX Mutual Fund Performance

IEGFX performance across multiple time periods: 1-month -2.37%, YTD 8.15%, 1-year 11.39%, 3-year 14.17%, 5-year 7.29%, 10-year 8.74%.

IEGFX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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