ICELX Mutual Fund

ICELX Mutual Fund

NAV$55.16
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Returns Overview

1 Month
-2.77%
3 Months
+0.90%
6 Months
+12.60%
YTD
+14.11%
1 Year
+20.43%
3 Years (annualized)
+15.41%
5 Years (annualized)
+7.28%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICELX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+9.29%
vs Peers
+4.82%

ICELX Mutual Fund Performance

ICELX performance across multiple time periods: 1-month -2.77%, YTD 14.11%, 1-year 20.43%, 3-year 15.41%, 5-year 7.28%, 10-year 7.73%.

ICELX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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