IENYX Mutual Fund

NAV$41.66

Returns Overview

1 Month
+9.24%
3 Months
+21.75%
6 Months
+25.17%
YTD
+20.33%
1 Year
+31.79%
3 Years
+14.83%
5 Years
+23.59%
10 Years
+9.08%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IENYX 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)
+20.33%
Peer Avg (YTD)
+16.58%
vs Peers
+3.75%

IENYX Mutual Fund Performance

IENYX performance across multiple time periods: 1-month 9.24%, YTD 20.33%, 1-year 31.79%, 3-year 14.83%, 5-year 23.59%, 10-year 9.08%.

IENYX returns outperform the peer average of 16.58% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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