ICGSX Mutual Fund

ICGSX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
-2.14%
3 Months
-9.19%
6 Months
-4.55%
YTD
-5.97%
1 Year
-4.91%
3 Years (annualized)
+3.72%
5 Years (annualized)
-2.94%
10 Years (annualized)
-0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGSX 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)
-5.97%
Peer Avg (YTD)
+2.46%
vs Peers
-8.43%

ICGSX Mutual Fund Performance

ICGSX performance across multiple time periods: 1-month -2.14%, YTD -5.97%, 1-year -4.91%, 3-year 3.72%, 5-year -2.94%, 10-year -0.34%.

ICGSX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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