ICTUX Mutual Fund

NAV$12.11

Returns Overview

1 Month
+2.16%
3 Months
-0.05%
6 Months
+13.01%
YTD
+12.17%
1 Year
+19.62%
3 Years (annualized)
+12.28%
5 Years (annualized)
+5.26%
10 Years (annualized)
+7.08%

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
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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
S&P 1500 Utilities Index(^SP1500-55:SP)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+10.15%
vs Peers
+2.02%

ICTUX Mutual Fund Performance

ICTUX performance across multiple time periods: 1-month 2.16%, YTD 12.17%, 1-year 19.62%, 3-year 12.28%, 5-year 5.26%, 10-year 7.08%.

ICTUX returns outperform the peer average of 10.15% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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