ICMPX Mutual Fund

NAV$16.40

Returns Overview

1 Month
+1.49%
3 Months
-0.36%
6 Months
-7.13%
YTD
-4.37%
1 Year
-3.38%
3 Years (annualized)
+5.96%
5 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMPX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-4.37%
Peer Avg (YTD)
+8.97%
vs Peers
-13.34%

ICMPX Mutual Fund Performance

ICMPX performance across multiple time periods: 1-month 1.49%, YTD -4.37%, 1-year -3.38%, 3-year 5.96%, 5-year 1.29%.

ICMPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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