IENIX Mutual Fund

NAV$39.03

Returns Overview

1 Month
-6.31%
3 Months
+4.26%
6 Months
+26.96%
YTD
+25.47%
1 Year
+45.16%
3 Years
+20.42%
5 Years
+22.52%
10 Years
+7.08%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IENIX 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)
+25.47%
Peer Avg (YTD)
+18.58%
vs Peers
+6.89%

IENIX Mutual Fund Performance

IENIX performance across multiple time periods: 1-month -6.31%, YTD 25.47%, 1-year 45.16%, 3-year 20.42%, 5-year 22.52%, 10-year 7.08%.

IENIX returns outperform the peer average of 18.58% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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