ICTEX Mutual Fund

NAV$20.62

Returns Overview

1 Month
+3.85%
3 Months
+33.99%
6 Months
+33.12%
YTD
+31.75%
1 Year
+48.91%
3 Years (annualized)
+30.89%
5 Years (annualized)
+21.14%
10 Years (annualized)
+24.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICTEX 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
PROUpgrade to run

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 Information Technology Index(^SP500-45TR:SP)
This Mutual Fund (YTD)
+31.75%
Peer Avg (YTD)
+16.06%
vs Peers
+15.69%

ICTEX Mutual Fund Performance

ICTEX performance across multiple time periods: 1-month 3.85%, YTD 31.75%, 1-year 48.91%, 3-year 30.89%, 5-year 21.14%, 10-year 24.25%.

ICTEX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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