IICAX Mutual Fund

IICAX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
-3.17%
3 Months
-0.49%
6 Months
+8.06%
YTD
+7.00%
1 Year
+9.26%
3 Years (annualized)
+16.28%
5 Years (annualized)
+11.56%
10 Years (annualized)
+13.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IICAX 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)
+7.00%
Peer Avg (YTD)
+9.91%
vs Peers
-2.91%

IICAX Mutual Fund Performance

IICAX performance across multiple time periods: 1-month -3.17%, YTD 7.00%, 1-year 9.26%, 3-year 16.28%, 5-year 11.56%, 10-year 13.48%.

IICAX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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