IEYAX Mutual Fund

NAV$12.52

Returns Overview

1 Month
+1.46%
3 Months
-2.57%
6 Months
+7.56%
YTD
+14.03%
1 Year
+36.68%
3 Years (annualized)
+10.43%
5 Years (annualized)
+14.12%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEYAX 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)
+14.03%
Peer Avg (YTD)
+14.02%
vs Peers
+0.00%

IEYAX Mutual Fund Performance

IEYAX performance across multiple time periods: 1-month 1.46%, YTD 14.03%, 1-year 36.68%, 3-year 10.43%, 5-year 14.12%, 10-year 1.14%.

IEYAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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