ICTVX Mutual Fund

ICTVX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
-1.99%
3 Months
-5.53%
6 Months
+5.60%
YTD
+9.77%
1 Year
+13.39%
3 Years (annualized)
+10.95%
5 Years (annualized)
+5.64%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICTVX 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)
+9.77%
Peer Avg (YTD)
+8.19%
vs Peers
+1.57%

ICTVX Mutual Fund Performance

ICTVX performance across multiple time periods: 1-month -1.99%, YTD 9.77%, 1-year 13.39%, 3-year 10.95%, 5-year 5.64%, 10-year 7.82%.

ICTVX returns outperform the peer average of 8.19% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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