ICSCX Mutual Fund

ICSCX Mutual Fund

NAV$34.58
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Returns Overview

1 Month
-4.86%
3 Months
-7.24%
6 Months
+9.86%
YTD
+13.44%
1 Year
+18.73%
3 Years (annualized)
+9.85%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+10.34%
vs Peers
+3.10%

ICSCX Mutual Fund Performance

ICSCX performance across multiple time periods: 1-month -4.86%, YTD 13.44%, 1-year 18.73%, 3-year 9.85%, 5-year 5.14%, 10-year 8.03%.

ICSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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