ICAFX Mutual Fund

ICAFX Mutual Fund

NAV$68.52
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Returns Overview

1 Month
+0.03%
3 Months
+4.18%
6 Months
+7.99%
YTD
+9.25%
1 Year
+17.21%
3 Years (annualized)
+21.17%
5 Years (annualized)
+14.35%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICAFX 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)
+9.25%
Peer Avg (YTD)
+9.41%
vs Peers
-0.17%

ICAFX Mutual Fund Performance

ICAFX performance across multiple time periods: 1-month 0.03%, YTD 9.25%, 1-year 17.21%, 3-year 21.17%, 5-year 14.35%, 10-year 14.21%.

ICAFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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