ICSAX Mutual Fund

ICSAX Mutual Fund

NAV$11.38
See how much of ICSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.29%
3 Months
-7.21%
6 Months
+9.40%
YTD
+14.35%
1 Year
+16.59%
3 Years (annualized)
+16.54%
5 Years (annualized)
+9.12%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.35%
Peer Avg (YTD)
+10.34%
vs Peers
+4.01%

ICSAX Mutual Fund Performance

ICSAX performance across multiple time periods: 1-month -7.29%, YTD 14.35%, 1-year 16.59%, 3-year 16.54%, 5-year 9.12%, 10-year 10.02%.

ICSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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