ICEVX Mutual Fund

ICEVX Mutual Fund

NAV$55.26
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Returns Overview

1 Month
-2.75%
3 Months
+0.97%
6 Months
+12.76%
YTD
+14.37%
1 Year
+20.80%
3 Years (annualized)
+15.77%
5 Years (annualized)
+7.61%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICEVX 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)
+14.37%
Peer Avg (YTD)
+9.29%
vs Peers
+5.08%

ICEVX Mutual Fund Performance

ICEVX performance across multiple time periods: 1-month -2.75%, YTD 14.37%, 1-year 20.80%, 3-year 15.77%, 5-year 7.61%, 10-year 8.01%.

ICEVX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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