ICCIX Mutual Fund

ICCIX Mutual Fund

NAV$16.41
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.55%
3 Months
+11.23%
6 Months
+14.13%
YTD
+12.39%
1 Year
+27.90%
3 Years (annualized)
+15.60%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+9.13%
vs Peers
+3.26%

ICCIX Mutual Fund Performance

ICCIX performance across multiple time periods: 1-month -0.55%, YTD 12.39%, 1-year 27.90%, 3-year 15.60%, 5-year 6.50%, 10-year 7.84%.

ICCIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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