ICMVX Mutual Fund

ICMVX Mutual Fund

NAV$14.32
See how much of ICMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.31%
3 Months
-3.24%
6 Months
+3.21%
YTD
+1.89%
1 Year
+4.47%
3 Years (annualized)
+13.56%
5 Years (annualized)
+7.01%
10 Years (annualized)
+5.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+4.96%
vs Peers
-3.08%

ICMVX Mutual Fund Performance

ICMVX performance across multiple time periods: 1-month -3.31%, YTD 1.89%, 1-year 4.47%, 3-year 13.56%, 5-year 7.01%, 10-year 5.99%.

ICMVX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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