ICFSX Mutual Fund

ICFSX Mutual Fund

NAV$9.57
See how much of ICFSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.38%
3 Months
+4.80%
6 Months
+4.80%
YTD
+4.12%
1 Year
+9.41%
3 Years (annualized)
+8.50%
5 Years (annualized)
+5.99%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICFSX 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
PROUpgrade to run

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)
+4.12%
Peer Avg (YTD)
+10.67%
vs Peers
-6.54%

ICFSX Mutual Fund Performance

ICFSX performance across multiple time periods: 1-month 5.38%, YTD 4.12%, 1-year 9.41%, 3-year 8.50%, 5-year 5.99%, 10-year 9.29%.

ICFSX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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