ICGSX Mutual Fund

ICGSX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
+1.19%
3 Months
-0.18%
6 Months
-6.25%
YTD
+2.43%
1 Year
+2.72%
3 Years (annualized)
+8.54%
5 Years (annualized)
+2.21%
10 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGSX 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 Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+3.02%
vs Peers
-0.59%

ICGSX Mutual Fund Performance

ICGSX performance across multiple time periods: 1-month 1.19%, YTD 2.43%, 1-year 2.72%, 3-year 8.54%, 5-year 2.21%, 10-year 3.46%.

ICGSX returns trail the peer average of 3.02% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

ICGSX vs another fund shows side-by-side returns. ICGSX alternatives are available in the Mutual Fund Screener.