ICIYX Mutual Fund

ICIYX Mutual Fund

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Returns Overview

1 Month
+0.25%
3 Months
+0.83%
6 Months
+1.68%
YTD
+2.26%
1 Year
+3.82%
3 Years (annualized)
+5.06%
5 Years (annualized)
+3.63%
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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+2.15%
vs Peers
+0.11%

ICIYX Mutual Fund Performance

ICIYX performance across multiple time periods: 1-month 0.25%, YTD 2.26%, 1-year 3.82%, 3-year 5.06%, 5-year 3.63%, 10-year 2.66%.

ICIYX returns outperform the peer average of 2.15% 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.