ICGTX Mutual Fund

ICGTX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+0.85%
3 Months
+0.11%
6 Months
-5.32%
YTD
+3.33%
1 Year
+5.52%
3 Years (annualized)
+4.63%
5 Years (annualized)
+0.75%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICGTX 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 Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+3.78%
vs Peers
-0.45%

ICGTX Mutual Fund Performance

ICGTX performance across multiple time periods: 1-month 0.85%, YTD 3.33%, 1-year 5.52%, 3-year 4.63%, 5-year 0.75%, 10-year 3.34%.

ICGTX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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