IYEFX Mutual Fund

IYEFX Mutual Fund

NAV$11.88
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Returns Overview

1 Month
-6.40%
3 Months
-4.57%
6 Months
-3.70%
YTD
+7.93%
1 Year
+17.89%
3 Years (annualized)
+11.64%
5 Years (annualized)
+16.70%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYEFX 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 Investable Markets Index
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+19.29%
vs Peers
-11.36%

IYEFX Mutual Fund Performance

IYEFX performance across multiple time periods: 1-month -6.40%, YTD 7.93%, 1-year 17.89%, 3-year 11.64%, 5-year 16.70%, 10-year 0.80%.

IYEFX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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