ICSIX Mutual Fund

ICSIX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
-2.22%
3 Months
-1.35%
6 Months
+7.14%
YTD
+4.30%
1 Year
+6.19%
3 Years (annualized)
+12.16%
5 Years (annualized)
+8.22%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSIX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+4.96%
vs Peers
-0.67%

ICSIX Mutual Fund Performance

ICSIX performance across multiple time periods: 1-month -2.22%, YTD 4.30%, 1-year 6.19%, 3-year 12.16%, 5-year 8.22%, 10-year 10.76%.

ICSIX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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