ICBAX Mutual Fund

ICBAX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
+2.67%
3 Months
+2.29%
6 Months
+2.14%
YTD
+19.98%
1 Year
+26.10%
3 Years (annualized)
+22.10%
5 Years (annualized)
+12.35%
10 Years (annualized)
+9.71%

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)
+19.98%
Peer Avg (YTD)
+21.06%
vs Peers
-1.08%

ICBAX Mutual Fund Performance

ICBAX performance across multiple time periods: 1-month 2.67%, YTD 19.98%, 1-year 26.10%, 3-year 22.10%, 5-year 12.35%, 10-year 9.71%.

ICBAX returns trail the peer average of 21.06% 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.