ICEQX Mutual Fund

ICEQX Mutual Fund

NAV$24.57
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Returns Overview

1 Month
-1.74%
3 Months
-1.82%
6 Months
+1.63%
YTD
+7.80%
1 Year
+18.13%
3 Years (annualized)
+33.57%
5 Years (annualized)
+21.77%
10 Years (annualized)
+23.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICEQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+9.28%
vs Peers
-1.47%

ICEQX Mutual Fund Performance

ICEQX performance across multiple time periods: 1-month -1.74%, YTD 7.80%, 1-year 18.13%, 3-year 33.57%, 5-year 21.77%, 10-year 23.38%.

ICEQX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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