ICAXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.29%
3 Months
+0.89%
6 Months
+1.80%
YTD
+1.80%
1 Year
+3.97%
3 Years (annualized)
+4.50%
5 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICAXX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+1.70%
vs Peers
+0.10%

ICAXX Mutual Fund Performance

ICAXX performance across multiple time periods: 1-month 0.29%, YTD 1.80%, 1-year 3.97%, 3-year 4.50%, 5-year 3.10%.

ICAXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

ICAXX performance comparison shows side-by-side returns with another fund. ICAXX alternatives are available in the Mutual Fund Screener.