ICFAX Mutual Fund

NAV$9.54

Returns Overview

1 Month
+6.83%
3 Months
+7.31%
6 Months
+6.83%
YTD
+5.76%
1 Year
+4.77%
3 Years (annualized)
+12.57%
5 Years (annualized)
+3.64%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICFAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
S&P 1500 Financials Index(^SPFI)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+8.61%
vs Peers
-2.84%

ICFAX Mutual Fund Performance

ICFAX performance across multiple time periods: 1-month 6.83%, YTD 5.76%, 1-year 4.77%, 3-year 12.57%, 5-year 3.64%, 10-year 8.18%.

ICFAX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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