ICGAX Mutual Fund

ICGAX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
-1.08%
3 Months
+0.92%
6 Months
+1.86%
YTD
+2.34%
1 Year
+5.68%
3 Years (annualized)
+6.56%
5 Years (annualized)
+2.10%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGAX 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 Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+3.39%
vs Peers
-1.05%

ICGAX Mutual Fund Performance

ICGAX performance across multiple time periods: 1-month -1.08%, YTD 2.34%, 1-year 5.68%, 3-year 6.56%, 5-year 2.10%, 10-year 4.22%.

ICGAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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