IYCEX Mutual Fund

IYCEX Mutual Fund

NAV$18.59
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Returns Overview

1 Month
-0.76%
3 Months
-0.65%
6 Months
+15.80%
YTD
+9.26%
1 Year
+24.39%
3 Years (annualized)
+33.52%
5 Years (annualized)
+24.29%
10 Years (annualized)
+24.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYCEX 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)
+9.26%
Peer Avg (YTD)
+9.98%
vs Peers
-0.72%

IYCEX Mutual Fund Performance

IYCEX performance across multiple time periods: 1-month -0.76%, YTD 9.26%, 1-year 24.39%, 3-year 33.52%, 5-year 24.29%, 10-year 24.92%.

IYCEX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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