ICGAX Mutual Fund

ICGAX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
-2.14%
3 Months
-2.46%
6 Months
+5.64%
YTD
+3.96%
1 Year
+1.96%
3 Years (annualized)
+8.20%
5 Years (annualized)
+2.74%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGAX 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 Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+2.46%
vs Peers
+1.50%

ICGAX Mutual Fund Performance

ICGAX performance across multiple time periods: 1-month -2.14%, YTD 3.96%, 1-year 1.96%, 3-year 8.20%, 5-year 2.74%, 10-year 4.60%.

ICGAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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