IUERX Mutual Fund

IUERX Mutual Fund

NAV$31.91
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Returns Overview

1 Month
-1.62%
3 Months
-1.44%
6 Months
+10.33%
YTD
+9.95%
1 Year
+14.21%
3 Years (annualized)
+16.26%
5 Years (annualized)
+6.07%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUERX 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 ex US Index
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+9.29%
vs Peers
+0.66%

IUERX Mutual Fund Performance

IUERX performance across multiple time periods: 1-month -1.62%, YTD 9.95%, 1-year 14.21%, 3-year 16.26%, 5-year 6.07%, 10-year 8.33%.

IUERX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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