ICVT ETF

ICVT ETF
$104.31
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Returns Overview

1 Month
-4.50%
3 Months
-4.98%
6 Months
-4.09%
YTD
+8.48%
1 Year
+5.33%
3 Years (annualized)
+16.97%
5 Years (annualized)
+3.66%
10 Years (annualized)
+11.61%

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)
+8.48%
Peer Avg (YTD)
+5.45%
vs Peers
+3.03%

ICVT ETF Performance

ICVT performance across multiple time periods: 1-month -4.50%, YTD 8.48%, 1-year 5.33%, 3-year 16.97%, 5-year 3.66%, 10-year 11.61%.

ICVT returns outperform the peer average of 5.45% 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 Return
1 Month-4.50%
3 Months-4.98%
6 Months-4.09%
1 Year+5.33%
3 Years+16.97%
5 Years+3.66%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.