ICBAX Mutual Fund

ICBAX Mutual Fund

NAV$22.25
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Returns Overview

1 Month
-5.11%
3 Months
+1.28%
6 Months
+3.69%
YTD
+16.86%
1 Year
+22.57%
3 Years (annualized)
+17.95%
5 Years (annualized)
+14.05%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICBAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+16.86%
Peer Avg (YTD)
+18.95%
vs Peers
-2.09%

ICBAX Mutual Fund Performance

ICBAX performance across multiple time periods: 1-month -5.11%, YTD 16.86%, 1-year 22.57%, 3-year 17.95%, 5-year 14.05%, 10-year 9.66%.

ICBAX returns trail the peer average of 18.95% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

ICBAX vs another fund shows side-by-side returns. ICBAX alternatives are available in the Mutual Fund Screener.