ICSNX Mutual Fund

NAV$14.61

Returns Overview

1 Month
-0.47%
3 Months
+8.60%
6 Months
+5.95%
YTD
+5.65%
1 Year
+13.50%
3 Years (annualized)
+11.85%
5 Years (annualized)
+9.39%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSNX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+5.87%
vs Peers
-0.21%

ICSNX Mutual Fund Performance

ICSNX performance across multiple time periods: 1-month -0.47%, YTD 5.65%, 1-year 13.50%, 3-year 11.85%, 5-year 9.39%, 10-year 11.37%.

ICSNX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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