ICBAX Mutual Fund

NAV$21.90

Returns Overview

1 Month
-0.89%
3 Months
+2.38%
6 Months
+18.36%
YTD
+15.38%
1 Year
+39.85%
3 Years (annualized)
+21.47%
5 Years (annualized)
+14.99%
10 Years (annualized)
+13.27%

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
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

Benchmark
S&P 1500 Index(^SP1500:SP)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+11.40%
vs Peers
+3.98%

ICBAX Mutual Fund Performance

ICBAX performance across multiple time periods: 1-month -0.89%, YTD 15.38%, 1-year 39.85%, 3-year 21.47%, 5-year 14.99%, 10-year 13.27%.

ICBAX returns outperform the peer average of 11.40% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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