ICEWX Mutual Fund

ICEWX Mutual Fund

NAV$54.85
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Returns Overview

1 Month
-2.84%
3 Months
+0.70%
6 Months
+12.16%
YTD
+13.49%
1 Year
+19.54%
3 Years (annualized)
+14.54%
5 Years (annualized)
+6.58%
10 Years (annualized)
+7.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICEWX 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)
+13.49%
Peer Avg (YTD)
+9.29%
vs Peers
+4.20%

ICEWX Mutual Fund Performance

ICEWX performance across multiple time periods: 1-month -2.84%, YTD 13.49%, 1-year 19.54%, 3-year 14.54%, 5-year 6.58%, 10-year 7.10%.

ICEWX returns outperform the peer average of 9.29% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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