ICGIX Mutual Fund

ICGIX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-2.12%
3 Months
-2.32%
6 Months
-4.86%
YTD
-6.27%
1 Year
+2.50%
3 Years (annualized)
+4.88%
5 Years (annualized)
+1.05%
10 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGIX 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)
-6.27%
Peer Avg (YTD)
+2.46%
vs Peers
-8.73%

ICGIX Mutual Fund Performance

ICGIX performance across multiple time periods: 1-month -2.12%, YTD -6.27%, 1-year 2.50%, 3-year 4.88%, 5-year 1.05%, 10-year 3.70%.

ICGIX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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