ICCIX Mutual Fund

ICCIX Mutual Fund

NAV$16.56
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Returns Overview

1 Month
-2.03%
3 Months
+1.60%
6 Months
+5.64%
YTD
+11.81%
1 Year
+26.44%
3 Years (annualized)
+13.36%
5 Years (annualized)
+6.47%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICCIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+9.42%
vs Peers
+2.39%

ICCIX Mutual Fund Performance

ICCIX performance across multiple time periods: 1-month -2.03%, YTD 11.81%, 1-year 26.44%, 3-year 13.36%, 5-year 6.47%, 10-year 7.14%.

ICCIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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