IYCEX Mutual Fund

IYCEX Mutual Fund

NAV$18.74
See how much of IYCEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.54%
3 Months
+1.20%
6 Months
+10.29%
YTD
+10.10%
1 Year
+15.09%
3 Years (annualized)
+33.52%
5 Years (annualized)
+24.29%
10 Years (annualized)
+24.92%

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)
+10.10%
Peer Avg (YTD)
+11.21%
vs Peers
-1.12%

IYCEX Mutual Fund Performance

IYCEX performance across multiple time periods: 1-month 0.54%, YTD 10.10%, 1-year 15.09%, 3-year 33.52%, 5-year 24.29%, 10-year 24.92%.

IYCEX returns trail the peer average of 11.21% 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.