ICSFX Mutual Fund

ICSFX Mutual Fund

NAV$34.27
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Returns Overview

1 Month
-3.57%
3 Months
-0.69%
6 Months
+10.26%
YTD
+9.51%
1 Year
+15.30%
3 Years (annualized)
+18.18%
5 Years (annualized)
+13.36%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSFX 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)
+9.51%
Peer Avg (YTD)
+10.00%
vs Peers
-0.48%

ICSFX Mutual Fund Performance

ICSFX performance across multiple time periods: 1-month -3.57%, YTD 9.51%, 1-year 15.30%, 3-year 18.18%, 5-year 13.36%, 10-year 13.04%.

ICSFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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