FICEX Mutual Fund

FICEX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
+2.10%
3 Months
+4.70%
6 Months
+20.57%
YTD
+7.00%
1 Year
+7.43%
3 Years (annualized)
+19.24%
5 Years (annualized)
+9.97%
10 Years (annualized)
+16.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICEX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+8.68%
vs Peers
-1.68%

FICEX Mutual Fund Performance

FICEX performance across multiple time periods: 1-month 2.10%, YTD 7.00%, 1-year 7.43%, 3-year 19.24%, 5-year 9.97%, 10-year 16.69%.

FICEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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