ICFAX Mutual Fund

ICFAX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+5.28%
3 Months
+4.69%
6 Months
+4.69%
YTD
+3.99%
1 Year
+9.14%
3 Years (annualized)
+8.21%
5 Years (annualized)
+5.73%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICFAX 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
S&P 1500 Financials Index(^SPFI)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+10.67%
vs Peers
-6.68%

ICFAX Mutual Fund Performance

ICFAX performance across multiple time periods: 1-month 5.28%, YTD 3.99%, 1-year 9.14%, 3-year 8.21%, 5-year 5.73%, 10-year 8.29%.

ICFAX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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