ICFSX Mutual Fund

NAV$9.35

Returns Overview

1 Month
+4.11%
3 Months
+6.55%
6 Months
-1.41%
YTD
-1.19%
1 Year
+4.89%
3 Years (annualized)
+12.75%
5 Years (annualized)
+7.23%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICFSX 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 Financials Index(^SPFI)
This Mutual Fund (YTD)
-1.19%
Peer Avg (YTD)
+8.61%
vs Peers
-9.80%

ICFSX Mutual Fund Performance

ICFSX performance across multiple time periods: 1-month 4.11%, YTD -1.19%, 1-year 4.89%, 3-year 12.75%, 5-year 7.23%, 10-year 10.20%.

ICFSX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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