ICSFX Mutual Fund

NAV$34.43

Returns Overview

1 Month
+1.77%
3 Months
+11.02%
6 Months
+11.10%
YTD
+10.27%
1 Year
+21.30%
3 Years (annualized)
+17.69%
5 Years (annualized)
+13.12%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSFX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+9.49%
vs Peers
+0.78%

ICSFX Mutual Fund Performance

ICSFX performance across multiple time periods: 1-month 1.77%, YTD 10.27%, 1-year 21.30%, 3-year 17.69%, 5-year 13.12%, 10-year 12.80%.

ICSFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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