IEFCX Mutual Fund

NAV$33.90

Returns Overview

1 Month
+9.15%
3 Months
+21.43%
6 Months
+24.55%
YTD
+20.14%
1 Year
+30.48%
3 Years
+13.70%
5 Years
+22.38%
10 Years
+8.01%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IEFCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.14%
Peer Avg (YTD)
+16.58%
vs Peers
+3.57%

IEFCX Mutual Fund Performance

IEFCX performance across multiple time periods: 1-month 9.15%, YTD 20.14%, 1-year 30.48%, 3-year 13.70%, 5-year 22.38%, 10-year 8.01%.

IEFCX returns outperform the peer average of 16.58% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

IEFCX performance comparison shows side-by-side returns with another fund. IEFCX alternatives are available in the Mutual Fund Screener.