ICVT ETF

ICVT ETF
$114.03
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Returns Overview

1 Month
-6.70%
3 Months
+0.93%
6 Months
+10.46%
YTD
+16.01%
1 Year
+24.21%
3 Years (annualized)
+15.43%
5 Years (annualized)
+5.79%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ICVT 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
Bloomberg US Convertible Cash Pay Bond > $250MM Index(^BBGUSCCPBI)
This ETF (YTD)
+16.01%
Peer Avg (YTD)
+13.29%
vs Peers
+2.72%

ICVT ETF Performance

ICVT performance across multiple time periods: 1-month -6.70%, YTD 16.01%, 1-year 24.21%, 3-year 15.43%, 5-year 5.79%, 10-year 12.68%.

ICVT returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

ICVT vs another fund shows side-by-side returns. ICVT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.70%N/A
3 Months+0.93%N/A
6 Months+10.46%N/A
1 Year+24.21%N/A
3 Years+15.43%N/A
5 Years+5.79%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized