ICTUX Mutual Fund

ICTUX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
-6.58%
3 Months
-11.83%
6 Months
-11.87%
YTD
-1.10%
1 Year
-2.09%
3 Years (annualized)
+12.08%
5 Years (annualized)
+4.74%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICTUX 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
PROUpgrade to run
🏦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 1500 Utilities Index(^SP1500-55:SP)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+0.92%
vs Peers
-2.01%

ICTUX Mutual Fund Performance

ICTUX performance across multiple time periods: 1-month -6.58%, YTD -1.10%, 1-year -2.09%, 3-year 12.08%, 5-year 4.74%, 10-year 7.84%.

ICTUX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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