IEFRX Mutual Fund

NAV$38.41

Returns Overview

1 Month
-6.34%
3 Months
+4.12%
6 Months
+28.23%
YTD
+25.21%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IEFRX 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)
+25.21%
Peer Avg (YTD)
+18.58%
vs Peers
+6.63%

IEFRX Mutual Fund Performance

IEFRX performance across multiple time periods: 1-month -6.34%, YTD 25.21%.

IEFRX returns outperform the peer average of 18.58% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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