ICPUX Mutual Fund

ICPUX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
+0.81%
3 Months
-4.06%
6 Months
+15.30%
YTD
+27.59%
1 Year
+35.34%
3 Years (annualized)
+18.94%
5 Years (annualized)
+19.43%
10 Years (annualized)
+6.68%

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
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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+27.59%
Peer Avg (YTD)
+19.98%
vs Peers
+7.61%

ICPUX Mutual Fund Performance

ICPUX performance across multiple time periods: 1-month 0.81%, YTD 27.59%, 1-year 35.34%, 3-year 18.94%, 5-year 19.43%, 10-year 6.68%.

ICPUX returns outperform the peer average of 19.98% 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.