FICEX Mutual Fund

FICEX Mutual Fund

NAV$15.18
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Returns Overview

1 Month
+0.13%
3 Months
+2.47%
6 Months
+3.90%
YTD
+2.33%
1 Year
+7.15%
3 Years (annualized)
+18.32%
5 Years (annualized)
+10.19%
10 Years (annualized)
+16.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICEX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+6.23%
vs Peers
-3.90%

FICEX Mutual Fund Performance

FICEX performance across multiple time periods: 1-month 0.13%, YTD 2.33%, 1-year 7.15%, 3-year 18.32%, 5-year 10.19%, 10-year 16.37%.

FICEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

FICEX vs another fund shows side-by-side returns. FICEX alternatives are available in the Mutual Fund Screener.