ICIEX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
+1.19%
3 Months
+16.73%
6 Months
+10.91%
YTD
+10.22%
1 Year
+18.39%
3 Years (annualized)
+20.35%
5 Years (annualized)
+13.27%
10 Years (annualized)
+15.25%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+9.51%
vs Peers
+0.71%

ICIEX Mutual Fund Performance

ICIEX performance across multiple time periods: 1-month 1.19%, YTD 10.22%, 1-year 18.39%, 3-year 20.35%, 5-year 13.27%, 10-year 15.25%.

ICIEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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