ICLLX Mutual Fund

ICLLX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-0.86%
3 Months
+0.94%
6 Months
+1.39%
YTD
+2.37%
1 Year
+7.65%
3 Years (annualized)
+7.87%
5 Years (annualized)
+2.28%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICLLX 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)
+2.37%
Peer Avg (YTD)
+3.39%
vs Peers
-1.02%

ICLLX Mutual Fund Performance

ICLLX performance across multiple time periods: 1-month -0.86%, YTD 2.37%, 1-year 7.65%, 3-year 7.87%, 5-year 2.28%, 10-year 4.21%.

ICLLX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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