ICLAX Mutual Fund

NAV$11.83

Returns Overview

1 Month
+0.09%
3 Months
+5.53%
6 Months
+3.98%
YTD
+3.71%
1 Year
+9.80%
3 Years (annualized)
+9.38%
5 Years (annualized)
+3.41%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICLAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+4.14%
vs Peers
-0.44%

ICLAX Mutual Fund Performance

ICLAX performance across multiple time periods: 1-month 0.09%, YTD 3.71%, 1-year 9.80%, 3-year 9.38%, 5-year 3.41%, 10-year 5.33%.

ICLAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

ICLAX performance comparison shows side-by-side returns with another fund. ICLAX alternatives are available in the Mutual Fund Screener.