IUENX Mutual Fund

IUENX Mutual Fund

NAV$32.92
See how much of IUENX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.57%
3 Months
-1.25%
6 Months
+10.72%
YTD
+10.54%
1 Year
+15.08%
3 Years (annualized)
+17.13%
5 Years (annualized)
+6.87%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUENX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+9.29%
vs Peers
+1.25%

IUENX Mutual Fund Performance

IUENX performance across multiple time periods: 1-month -1.57%, YTD 10.54%, 1-year 15.08%, 3-year 17.13%, 5-year 6.87%, 10-year 9.14%.

IUENX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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