ICEIX Mutual Fund

NAV$24.86

Returns Overview

1 Month
+3.17%
3 Months
+17.54%
6 Months
+9.86%
YTD
+8.58%
1 Year
+0.48%
3 Years (annualized)
+9.88%
5 Years (annualized)
+4.79%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICEIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+9.13%
vs Peers
-0.55%

ICEIX Mutual Fund Performance

ICEIX performance across multiple time periods: 1-month 3.17%, YTD 8.58%, 1-year 0.48%, 3-year 9.88%, 5-year 4.79%, 10-year 7.18%.

ICEIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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