ICIYX Mutual Fund

ICIYX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.35%
3 Months
+0.93%
6 Months
+1.65%
YTD
+2.01%
1 Year
+4.08%
3 Years (annualized)
+5.14%
5 Years (annualized)
+3.58%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICIYX 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)
+2.01%
Peer Avg (YTD)
+0.12%
vs Peers
+1.89%

ICIYX Mutual Fund Performance

ICIYX performance across multiple time periods: 1-month 0.35%, YTD 2.01%, 1-year 4.08%, 3-year 5.14%, 5-year 3.58%, 10-year 2.66%.

ICIYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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