IENRX Mutual Fund

IENRX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-6.41%
3 Months
-4.42%
6 Months
-3.39%
YTD
+8.47%
1 Year
+20.21%
3 Years (annualized)
+14.49%
5 Years (annualized)
+19.62%
10 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IENRX 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 ACWI Investable Markets Index
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+19.29%
vs Peers
-10.82%

IENRX Mutual Fund Performance

IENRX performance across multiple time periods: 1-month -6.41%, YTD 8.47%, 1-year 20.21%, 3-year 14.49%, 5-year 19.62%, 10-year 2.78%.

IENRX returns trail the peer average of 19.29% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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