ICMAX Mutual Fund

NAV$16.26

Returns Overview

1 Month
-3.25%
3 Months
-5.23%
6 Months
+1.48%
YTD
-0.63%
1 Year
+15.38%
3 Years (annualized)
-4.10%
5 Years (annualized)
+3.44%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar US Small Cap Total Return Index
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+10.05%
vs Peers
-10.68%

ICMAX Mutual Fund Performance

ICMAX performance across multiple time periods: 1-month -3.25%, YTD -0.63%, 1-year 15.38%, 3-year -4.10%, 5-year 3.44%, 10-year 1.58%.

ICMAX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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