IUCEX Mutual Fund

NAV$32.74

Returns Overview

1 Month
+0.65%
3 Months
+11.87%
6 Months
+13.15%
YTD
+11.45%
1 Year
+22.32%
3 Years (annualized)
+14.62%
5 Years (annualized)
+6.27%
10 Years (annualized)
+8.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+9.13%
vs Peers
+2.31%

IUCEX Mutual Fund Performance

IUCEX performance across multiple time periods: 1-month 0.65%, YTD 11.45%, 1-year 22.32%, 3-year 14.62%, 5-year 6.27%, 10-year 8.71%.

IUCEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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