ICPUX Mutual Fund

ICPUX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+3.43%
3 Months
+4.27%
6 Months
+6.23%
YTD
+31.97%
1 Year
+37.86%
3 Years (annualized)
+20.21%
5 Years (annualized)
+19.98%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICPUX 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
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📉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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+31.97%
Peer Avg (YTD)
+25.30%
vs Peers
+6.67%

ICPUX Mutual Fund Performance

ICPUX performance across multiple time periods: 1-month 3.43%, YTD 31.97%, 1-year 37.86%, 3-year 20.21%, 5-year 19.98%, 10-year 6.48%.

ICPUX returns outperform the peer average of 25.30% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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