IUESX Mutual Fund

IUESX Mutual Fund

NAV$32.89
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Returns Overview

1 Month
-1.57%
3 Months
-1.28%
6 Months
+10.62%
YTD
+10.40%
1 Year
+14.85%
3 Years (annualized)
+16.90%
5 Years (annualized)
+6.65%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUESX 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)
+10.40%
Peer Avg (YTD)
+9.29%
vs Peers
+1.11%

IUESX Mutual Fund Performance

IUESX performance across multiple time periods: 1-month -1.57%, YTD 10.40%, 1-year 14.85%, 3-year 16.90%, 5-year 6.65%, 10-year 8.93%.

IUESX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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