IYCEX Mutual Fund

IYCEX Mutual Fund

NAV$18.23
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Returns Overview

1 Month
-1.79%
3 Months
-2.01%
6 Months
+1.35%
YTD
+7.30%
1 Year
+6.75%
3 Years (annualized)
+21.34%
5 Years (annualized)
+10.10%
10 Years (annualized)
+14.13%

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)
+7.30%
Peer Avg (YTD)
+10.80%
vs Peers
-3.50%

IYCEX Mutual Fund Performance

IYCEX performance across multiple time periods: 1-month -1.79%, YTD 7.30%, 1-year 6.75%, 3-year 21.34%, 5-year 10.10%, 10-year 14.13%.

IYCEX returns trail the peer average of 10.80% 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.