IEGFX Mutual Fund

NAV$22.12

Returns Overview

1 Month
-1.86%
3 Months
-1.56%
6 Months
-0.18%
YTD
+5.48%
1 Year
+9.22%
3 Years (annualized)
+13.14%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEGFX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+5.48%
Peer Avg (YTD)
+9.16%
vs Peers
-3.68%

IEGFX Mutual Fund Performance

IEGFX performance across multiple time periods: 1-month -1.86%, YTD 5.48%, 1-year 9.22%, 3-year 13.14%, 5-year 6.93%, 10-year 9.36%.

IEGFX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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