ICCIX Mutual Fund

ICCIX Mutual Fund

NAV$16.18
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Returns Overview

1 Month
-2.00%
3 Months
-0.18%
6 Months
+11.03%
YTD
+12.18%
1 Year
+19.78%
3 Years (annualized)
+16.72%
5 Years (annualized)
+7.13%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICCIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.18%
Peer Avg (YTD)
+9.29%
vs Peers
+2.89%

ICCIX Mutual Fund Performance

ICCIX performance across multiple time periods: 1-month -2.00%, YTD 12.18%, 1-year 19.78%, 3-year 16.72%, 5-year 7.13%, 10-year 7.67%.

ICCIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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