ICCNX Mutual Fund

NAV$16.45

Returns Overview

1 Month
-0.61%
3 Months
+11.13%
6 Months
+13.93%
YTD
+12.28%
1 Year
+27.50%
3 Years (annualized)
+15.30%
5 Years (annualized)
+6.21%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICCNX 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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.28%
Peer Avg (YTD)
+9.13%
vs Peers
+3.14%

ICCNX Mutual Fund Performance

ICCNX performance across multiple time periods: 1-month -0.61%, YTD 12.28%, 1-year 27.50%, 3-year 15.30%, 5-year 6.21%, 10-year 7.75%.

ICCNX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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