IEFCX Mutual Fund

NAV$30.72

Returns Overview

1 Month
-6.38%
3 Months
+4.00%
6 Months
+26.29%
YTD
+24.95%
1 Year
+43.66%
3 Years
+19.14%
5 Years
+21.19%
10 Years
+5.85%

Risk Metrics (1-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)
+24.95%
Peer Avg (YTD)
+18.58%
vs Peers
+6.37%

IEFCX Mutual Fund Performance

IEFCX performance across multiple time periods: 1-month -6.38%, YTD 24.95%, 1-year 43.66%, 3-year 19.14%, 5-year 21.19%, 10-year 5.85%.

IEFCX returns outperform the peer average of 18.58% 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.