ICCIX Mutual Fund

ICCIX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
+3.96%
3 Months
+1.29%
6 Months
+3.25%
YTD
+16.23%
1 Year
+26.34%
3 Years (annualized)
+16.72%
5 Years (annualized)
+7.13%
10 Years (annualized)
+7.67%

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
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📉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)
+16.23%
Peer Avg (YTD)
+10.17%
vs Peers
+6.06%

ICCIX Mutual Fund Performance

ICCIX performance across multiple time periods: 1-month 3.96%, YTD 16.23%, 1-year 26.34%, 3-year 16.72%, 5-year 7.13%, 10-year 7.67%.

ICCIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.67%, 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.