ICEVX Mutual Fund

NAV$55.13

Returns Overview

1 Month
+1.98%
3 Months
+4.57%
6 Months
+7.89%
YTD
+14.33%
1 Year
+24.10%
3 Years (annualized)
+13.38%
5 Years (annualized)
+7.22%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICEVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+14.33%
Peer Avg (YTD)
+9.13%
vs Peers
+5.20%

ICEVX Mutual Fund Performance

ICEVX performance across multiple time periods: 1-month 1.98%, YTD 14.33%, 1-year 24.10%, 3-year 13.38%, 5-year 7.22%, 10-year 8.40%.

ICEVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

ICEVX performance comparison shows side-by-side returns with another fund. ICEVX alternatives are available in the Mutual Fund Screener.