ICELX Mutual Fund

NAV$56.79

Returns Overview

1 Month
+0.94%
3 Months
+11.60%
6 Months
+13.71%
YTD
+13.10%
1 Year
+23.68%
3 Years (annualized)
+13.03%
5 Years (annualized)
+6.89%
10 Years (annualized)
+8.13%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 EAFE Index (Net)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+9.13%
vs Peers
+3.97%

ICELX Mutual Fund Performance

ICELX performance across multiple time periods: 1-month 0.94%, YTD 13.10%, 1-year 23.68%, 3-year 13.03%, 5-year 6.89%, 10-year 8.13%.

ICELX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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