IUCEX Mutual Fund

IUCEX Mutual Fund

NAV$30.25
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Returns Overview

1 Month
-3.95%
3 Months
-4.49%
6 Months
-1.12%
YTD
+5.47%
1 Year
+7.67%
3 Years (annualized)
+15.79%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUCEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+8.05%
vs Peers
-2.59%

IUCEX Mutual Fund Performance

IUCEX performance across multiple time periods: 1-month -3.95%, YTD 5.47%, 1-year 7.67%, 3-year 15.79%, 5-year 4.97%, 10-year 7.70%.

IUCEX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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