ICWIX Mutual Fund

ICWIX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.92%
3 Months
-3.73%
6 Months
+15.89%
YTD
+28.44%
1 Year
+36.69%
3 Years (annualized)
+20.17%
5 Years (annualized)
+20.66%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICWIX 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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+28.44%
Peer Avg (YTD)
+19.98%
vs Peers
+8.46%

ICWIX Mutual Fund Performance

ICWIX performance across multiple time periods: 1-month 0.92%, YTD 28.44%, 1-year 36.69%, 3-year 20.17%, 5-year 20.66%, 10-year 7.75%.

ICWIX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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