IUCEX Mutual Fund

IUCEX Mutual Fund

NAV$33.01
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Returns Overview

1 Month
-0.92%
3 Months
+3.52%
6 Months
+5.24%
YTD
+12.11%
1 Year
+22.47%
3 Years (annualized)
+13.85%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.11%

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)
+12.11%
Peer Avg (YTD)
+9.42%
vs Peers
+2.69%

IUCEX Mutual Fund Performance

IUCEX performance across multiple time periods: 1-month -0.92%, YTD 12.11%, 1-year 22.47%, 3-year 13.85%, 5-year 5.90%, 10-year 8.11%.

IUCEX returns outperform the peer average of 9.42% 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.