IYCEX Mutual Fund

NAV$18.94

Returns Overview

1 Month
+1.09%
3 Months
+16.55%
6 Months
+10.63%
YTD
+9.98%
1 Year
+2.49%
3 Years (annualized)
+18.41%
5 Years (annualized)
+11.90%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYCEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+9.51%
vs Peers
+0.47%

IYCEX Mutual Fund Performance

IYCEX performance across multiple time periods: 1-month 1.09%, YTD 9.98%, 1-year 2.49%, 3-year 18.41%, 5-year 11.90%, 10-year 14.90%.

IYCEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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