ICIEX Mutual Fund

ICIEX Mutual Fund

NAV$24.82
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Returns Overview

1 Month
-0.69%
3 Months
-0.53%
6 Months
+16.12%
YTD
+9.64%
1 Year
+10.67%
3 Years (annualized)
+20.20%
5 Years (annualized)
+11.68%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICIEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+9.98%
vs Peers
-0.34%

ICIEX Mutual Fund Performance

ICIEX performance across multiple time periods: 1-month -0.69%, YTD 9.64%, 1-year 10.67%, 3-year 20.20%, 5-year 11.68%, 10-year 14.90%.

ICIEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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