ICPUX Mutual Fund

ICPUX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
-6.26%
3 Months
-2.26%
6 Months
-4.14%
YTD
+20.89%
1 Year
+24.12%
3 Years (annualized)
+20.21%
5 Years (annualized)
+19.98%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICPUX 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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+20.89%
Peer Avg (YTD)
+19.29%
vs Peers
+1.60%

ICPUX Mutual Fund Performance

ICPUX performance across multiple time periods: 1-month -6.26%, YTD 20.89%, 1-year 24.12%, 3-year 20.21%, 5-year 19.98%, 10-year 6.48%.

ICPUX returns outperform the peer average of 19.29% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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