ICMBX Mutual Fund

NAV$14.51

Returns Overview

1 Month
+0.21%
3 Months
+1.82%
6 Months
+0.55%
YTD
+2.98%
1 Year
+14.04%
3 Years (annualized)
+14.04%
5 Years (annualized)
+6.85%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMBX 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 500 Index(SPX)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+5.87%
vs Peers
-2.89%

ICMBX Mutual Fund Performance

ICMBX performance across multiple time periods: 1-month 0.21%, YTD 2.98%, 1-year 14.04%, 3-year 14.04%, 5-year 6.85%, 10-year 6.13%.

ICMBX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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