ICVT ETF

$108.06

Returns Overview

1 Month
+1.50%
3 Months
+4.58%
6 Months
+11.51%
YTD
+4.90%
1 Year
+23.55%
3 Years
+15.11%
5 Years
+3.26%
10 Years
+12.73%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ICVT 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

+1.50%

3 Months Performance

+4.58%

6 Months Performance

+11.51%

1 Year Performance

+23.55%

Benchmark & Peers

Benchmark
Bloomberg US Convertible Cash Pay Bond > $250MM Index(^BBGUSCCPBI)
This ETF (YTD)
+4.90%
Peer Avg (YTD)
+4.00%
vs Peers
+0.90%

ICVT ETF Performance

ICVT performance across multiple time periods: 1-month 1.50%, YTD 4.90%, 1-year 23.55%, 3-year 15.11%, 5-year 3.26%, 10-year 12.73%.

ICVT returns outperform the peer average of 4.00% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

ICVT performance comparison shows side-by-side returns with another fund. ICVT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.50%N/A
3 Months+4.58%N/A
6 Months+11.51%N/A
1 Year+23.55%N/A
3 Years+15.11%N/A
5 Years+3.26%N/A

All returns shown are total returns, not annualized