ICIEX Mutual Fund

ICIEX Mutual Fund

NAV$23.76
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Returns Overview

1 Month
-1.75%
3 Months
-1.83%
6 Months
+1.60%
YTD
+7.72%
1 Year
+7.26%
3 Years (annualized)
+21.95%
5 Years (annualized)
+10.66%
10 Years (annualized)
+14.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICIEX 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)
+7.72%
Peer Avg (YTD)
+9.28%
vs Peers
-1.56%

ICIEX Mutual Fund Performance

ICIEX performance across multiple time periods: 1-month -1.75%, YTD 7.72%, 1-year 7.26%, 3-year 21.95%, 5-year 10.66%, 10-year 14.73%.

ICIEX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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