ICPAX Mutual Fund

ICPAX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-6.23%
3 Months
-2.15%
6 Months
-3.80%
YTD
+21.48%
1 Year
+24.66%
3 Years (annualized)
+20.89%
5 Years (annualized)
+20.60%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICPAX 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 Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+21.48%
Peer Avg (YTD)
+19.29%
vs Peers
+2.19%

ICPAX Mutual Fund Performance

ICPAX performance across multiple time periods: 1-month -6.23%, YTD 21.48%, 1-year 24.66%, 3-year 20.89%, 5-year 20.60%, 10-year 7.02%.

ICPAX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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