ICTUX Mutual Fund

ICTUX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
+8.89%
3 Months
-2.02%
6 Months
-7.36%
YTD
+7.70%
1 Year
+7.11%
3 Years (annualized)
+15.26%
5 Years (annualized)
+5.45%
10 Years (annualized)
+8.01%

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
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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 1500 Utilities Index(^SP1500-55:SP)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+6.38%
vs Peers
+1.32%

ICTUX Mutual Fund Performance

ICTUX performance across multiple time periods: 1-month 8.89%, YTD 7.70%, 1-year 7.11%, 3-year 15.26%, 5-year 5.45%, 10-year 8.01%.

ICTUX returns outperform the peer average of 6.38% 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.