IENRX Mutual Fund

NAV$13.03

Returns Overview

1 Month
-0.53%
3 Months
-3.19%
6 Months
+5.17%
YTD
+12.62%
1 Year
+35.64%
3 Years (annualized)
+10.42%
5 Years (annualized)
+14.27%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IENRX 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 ACWI Investable Markets Index
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+14.02%
vs Peers
-1.40%

IENRX Mutual Fund Performance

IENRX performance across multiple time periods: 1-month -0.53%, YTD 12.62%, 1-year 35.64%, 3-year 10.42%, 5-year 14.27%, 10-year 1.43%.

IENRX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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