ICEWX Mutual Fund

NAV$56.56

Returns Overview

1 Month
+0.87%
3 Months
+11.39%
6 Months
+13.31%
YTD
+12.70%
1 Year
+22.75%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICEWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+9.13%
vs Peers
+3.57%

ICEWX Mutual Fund Performance

ICEWX performance across multiple time periods: 1-month 0.87%, YTD 12.70%, 1-year 22.75%, 3-year 12.18%, 5-year 6.19%, 10-year 7.49%.

ICEWX returns outperform the peer average of 9.13% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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