ICHKX Mutual Fund

NAV$15.50

Returns Overview

1 Month
-9.44%
3 Months
-8.41%
6 Months
-10.95%
YTD
-12.98%
1 Year
+2.82%
3 Years (annualized)
+1.41%
5 Years (annualized)
-7.69%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICHKX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Hang Seng Composite Index Total Return
This Mutual Fund (YTD)
-12.98%
Peer Avg (YTD)
+0.49%
vs Peers
-13.47%

ICHKX Mutual Fund Performance

ICHKX performance across multiple time periods: 1-month -9.44%, YTD -12.98%, 1-year 2.82%, 3-year 1.41%, 5-year -7.69%, 10-year 2.92%.

ICHKX returns trail the peer average of 0.49% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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