ICPUX Mutual Fund

NAV$8.55
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Returns Overview

3 Months
-1.92%
6 Months
+26.57%
YTD
+23.68%
1 Year
+38.11%
3 Years (annualized)
+22.10%
5 Years (annualized)
+17.39%
10 Years (annualized)
+6.50%

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

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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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+23.68%
Peer Avg (YTD)
+14.02%
vs Peers
+9.66%

ICPUX Mutual Fund Performance

ICPUX performance across multiple time periods: YTD 23.68%, 1-year 38.11%, 3-year 22.10%, 5-year 17.39%, 10-year 6.50%.

ICPUX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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