ICFAX Mutual Fund

ICFAX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-7.25%
3 Months
-3.82%
6 Months
+2.51%
YTD
-4.99%
1 Year
-3.60%
3 Years (annualized)
+8.62%
5 Years (annualized)
+5.15%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICFAX 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 Financials Index(^SPFI)
This Mutual Fund (YTD)
-4.99%
Peer Avg (YTD)
+7.91%
vs Peers
-12.90%

ICFAX Mutual Fund Performance

ICFAX performance across multiple time periods: 1-month -7.25%, YTD -4.99%, 1-year -3.60%, 3-year 8.62%, 5-year 5.15%, 10-year 10.08%.

ICFAX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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