ICBMX Mutual Fund

NAV$21.90

Returns Overview

1 Month
+2.34%
3 Months
+0.83%
6 Months
+9.39%
YTD
+18.06%
1 Year
+40.30%
3 Years (annualized)
+21.71%
5 Years (annualized)
+15.23%
10 Years (annualized)
+13.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICBMX 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 Index(^SP1500:SP)
This Mutual Fund (YTD)
+18.06%
Peer Avg (YTD)
+11.40%
vs Peers
+6.66%

ICBMX Mutual Fund Performance

ICBMX performance across multiple time periods: 1-month 2.34%, YTD 18.06%, 1-year 40.30%, 3-year 21.71%, 5-year 15.23%, 10-year 13.65%.

ICBMX returns outperform the peer average of 11.40% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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