ICFAX Mutual Fund

ICFAX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+7.00%
3 Months
-2.24%
6 Months
+2.34%
YTD
+1.66%
1 Year
+5.71%
3 Years (annualized)
+10.61%
5 Years (annualized)
+4.86%
10 Years (annualized)
+10.15%

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
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
S&P 1500 Financials Index(^SPFI)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+9.56%
vs Peers
-7.90%

ICFAX Mutual Fund Performance

ICFAX performance across multiple time periods: 1-month 7.00%, YTD 1.66%, 1-year 5.71%, 3-year 10.61%, 5-year 4.86%, 10-year 10.15%.

ICFAX returns trail the peer average of 9.56% 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.