IEVAX Mutual Fund

IEVAX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
-1.75%
3 Months
+3.44%
6 Months
+13.49%
YTD
+11.83%
1 Year
+16.86%
3 Years (annualized)
+17.79%
5 Years (annualized)
+10.60%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEVAX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+10.00%
vs Peers
+1.83%

IEVAX Mutual Fund Performance

IEVAX performance across multiple time periods: 1-month -1.75%, YTD 11.83%, 1-year 16.86%, 3-year 17.79%, 5-year 10.60%, 10-year 10.53%.

IEVAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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