ICCNX Mutual Fund

ICCNX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-5.23%
3 Months
-3.51%
6 Months
-2.04%
YTD
+6.14%
1 Year
+11.22%
3 Years (annualized)
+15.85%
5 Years (annualized)
+5.75%
10 Years (annualized)
+6.60%

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
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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)
+6.14%
Peer Avg (YTD)
+8.05%
vs Peers
-1.92%

ICCNX Mutual Fund Performance

ICCNX performance across multiple time periods: 1-month -5.23%, YTD 6.14%, 1-year 11.22%, 3-year 15.85%, 5-year 5.75%, 10-year 6.60%.

ICCNX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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