ICGTX Mutual Fund

NAV$10.16

Returns Overview

1 Month
+0.37%
3 Months
+5.18%
6 Months
+3.59%
YTD
+3.49%
1 Year
+7.38%
3 Years (annualized)
+7.34%
5 Years (annualized)
+2.56%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+4.14%
vs Peers
-0.65%

ICGTX Mutual Fund Performance

ICGTX performance across multiple time periods: 1-month 0.37%, YTD 3.49%, 1-year 7.38%, 3-year 7.34%, 5-year 2.56%, 10-year 4.57%.

ICGTX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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