IYCEX Mutual Fund

IYCEX Mutual Fund

NAV$18.79
See how much of IYCEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
+3.42%
6 Months
+8.41%
YTD
+9.50%
1 Year
+15.59%
3 Years (annualized)
+18.75%
5 Years (annualized)
+10.78%
10 Years (annualized)
+14.45%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.41%
vs Peers
+0.09%

IYCEX Mutual Fund Performance

IYCEX performance across multiple time periods: 1-month -0.43%, YTD 9.50%, 1-year 15.59%, 3-year 18.75%, 5-year 10.78%, 10-year 14.45%.

IYCEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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