ICELX Mutual Fund

ICELX Mutual Fund

NAV$56.72
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Returns Overview

1 Month
+2.84%
3 Months
+6.41%
6 Months
+11.22%
YTD
+16.31%
1 Year
+29.50%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.31%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICELX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+9.42%
vs Peers
+6.89%

ICELX Mutual Fund Performance

ICELX performance across multiple time periods: 1-month 2.84%, YTD 16.31%, 1-year 29.50%, 3-year 13.64%, 5-year 7.31%, 10-year 7.82%.

ICELX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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