ICWIX Mutual Fund

NAV$8.62

Returns Overview

1 Month
+0.12%
3 Months
-1.58%
6 Months
+27.27%
YTD
+24.36%
1 Year
+39.55%
3 Years (annualized)
+23.33%
5 Years (annualized)
+18.57%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+24.36%
Peer Avg (YTD)
+14.02%
vs Peers
+10.34%

ICWIX Mutual Fund Performance

ICWIX performance across multiple time periods: 1-month 0.12%, YTD 24.36%, 1-year 39.55%, 3-year 23.33%, 5-year 18.57%.

ICWIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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