ICTUX Mutual Fund

ICTUX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-2.01%
3 Months
-5.46%
6 Months
+5.77%
YTD
+9.91%
1 Year
+13.74%
3 Years (annualized)
+11.23%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICTUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1500 Utilities Index(^SP1500-55:SP)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+8.19%
vs Peers
+1.72%

ICTUX Mutual Fund Performance

ICTUX performance across multiple time periods: 1-month -2.01%, YTD 9.91%, 1-year 13.74%, 3-year 11.23%, 5-year 5.89%, 10-year 7.76%.

ICTUX returns outperform the peer average of 8.19% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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