IENYX Mutual Fund

NAV$37.82

Returns Overview

1 Month
-6.32%
3 Months
+4.24%
6 Months
+26.91%
YTD
+25.44%
1 Year
+45.05%
3 Years
+20.33%
5 Years
+22.40%
10 Years
+6.90%

Risk Metrics (1-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)
+25.44%
Peer Avg (YTD)
+18.58%
vs Peers
+6.86%

IENYX Mutual Fund Performance

IENYX performance across multiple time periods: 1-month -6.32%, YTD 25.44%, 1-year 45.05%, 3-year 20.33%, 5-year 22.40%, 10-year 6.90%.

IENYX returns outperform the peer average of 18.58% 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.