ICERX Mutual Fund

ICERX Mutual Fund

NAV$55.09
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Returns Overview

1 Month
-2.76%
3 Months
+0.92%
6 Months
+12.62%
YTD
+14.16%
1 Year
+20.51%
3 Years (annualized)
+15.46%
5 Years (annualized)
+7.23%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICERX 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)
+14.16%
Peer Avg (YTD)
+9.29%
vs Peers
+4.87%

ICERX Mutual Fund Performance

ICERX performance across multiple time periods: 1-month -2.76%, YTD 14.16%, 1-year 20.51%, 3-year 15.46%, 5-year 7.23%, 10-year 7.76%.

ICERX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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