ICBAX Mutual Fund

ICBAX Mutual Fund

NAV$22.66
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Returns Overview

1 Month
+1.66%
3 Months
-0.14%
6 Months
+9.90%
YTD
+20.33%
1 Year
+35.53%
3 Years (annualized)
+15.11%
5 Years (annualized)
+13.15%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICBAX 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 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+20.33%
Peer Avg (YTD)
+17.07%
vs Peers
+3.26%

ICBAX Mutual Fund Performance

ICBAX performance across multiple time periods: 1-month 1.66%, YTD 20.33%, 1-year 35.53%, 3-year 15.11%, 5-year 13.15%, 10-year 11.67%.

ICBAX returns outperform the peer average of 17.07% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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