IEYAX Mutual Fund

IEYAX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-6.38%
3 Months
-4.42%
6 Months
-3.57%
YTD
+8.20%
1 Year
+18.27%
3 Years (annualized)
+11.94%
5 Years (annualized)
+17.01%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEYAX 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
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📉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)
+8.20%
Peer Avg (YTD)
+19.29%
vs Peers
-11.09%

IEYAX Mutual Fund Performance

IEYAX performance across multiple time periods: 1-month -6.38%, YTD 8.20%, 1-year 18.27%, 3-year 11.94%, 5-year 17.01%, 10-year 1.09%.

IEYAX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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