ICIRX Mutual Fund

ICIRX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
+0.25%
3 Months
+0.85%
6 Months
+1.68%
YTD
+2.05%
1 Year
+4.01%
3 Years (annualized)
+5.11%
5 Years (annualized)
+3.63%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+0.12%
vs Peers
+1.93%

ICIRX Mutual Fund Performance

ICIRX performance across multiple time periods: 1-month 0.25%, YTD 2.05%, 1-year 4.01%, 3-year 5.11%, 5-year 3.63%, 10-year 2.67%.

ICIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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