ICWIX Mutual Fund

ICWIX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+3.42%
3 Months
+4.50%
6 Months
+6.74%
YTD
+32.84%
1 Year
+39.21%
3 Years (annualized)
+21.45%
5 Years (annualized)
+21.22%
10 Years (annualized)
+7.52%

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
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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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+32.84%
Peer Avg (YTD)
+25.30%
vs Peers
+7.54%

ICWIX Mutual Fund Performance

ICWIX performance across multiple time periods: 1-month 3.42%, YTD 32.84%, 1-year 39.21%, 3-year 21.45%, 5-year 21.22%, 10-year 7.52%.

ICWIX returns outperform the peer average of 25.30% 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.