ICMBX Mutual Fund

ICMBX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-3.39%
3 Months
-3.33%
6 Months
+3.02%
YTD
+1.70%
1 Year
+4.22%
3 Years (annualized)
+13.30%
5 Years (annualized)
+6.78%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMBX 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 500 Index(SPX)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+4.96%
vs Peers
-3.26%

ICMBX Mutual Fund Performance

ICMBX performance across multiple time periods: 1-month -3.39%, YTD 1.70%, 1-year 4.22%, 3-year 13.30%, 5-year 6.78%, 10-year 5.74%.

ICMBX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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