ICBMX Mutual Fund

ICBMX Mutual Fund

NAV$22.63
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Returns Overview

1 Month
-5.07%
3 Months
+1.35%
6 Months
+3.87%
YTD
+17.09%
1 Year
+22.91%
3 Years (annualized)
+18.25%
5 Years (annualized)
+14.34%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICBMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+18.95%
vs Peers
-1.86%

ICBMX Mutual Fund Performance

ICBMX performance across multiple time periods: 1-month -5.07%, YTD 17.09%, 1-year 22.91%, 3-year 18.25%, 5-year 14.34%, 10-year 10.22%.

ICBMX returns trail the peer average of 18.95% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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