ICERX Mutual Fund

ICERX Mutual Fund

NAV$56.43
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Returns Overview

1 Month
+2.84%
3 Months
+6.42%
6 Months
+11.26%
YTD
+16.34%
1 Year
+29.55%
3 Years (annualized)
+13.68%
5 Years (annualized)
+7.24%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICERX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+16.34%
Peer Avg (YTD)
+9.42%
vs Peers
+6.92%

ICERX Mutual Fund Performance

ICERX performance across multiple time periods: 1-month 2.84%, YTD 16.34%, 1-year 29.55%, 3-year 13.68%, 5-year 7.24%, 10-year 7.76%.

ICERX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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