ICMUX Mutual Fund

ICMUX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
+0.35%
3 Months
+0.68%
6 Months
+3.03%
YTD
+3.12%
1 Year
+5.30%
3 Years (annualized)
+8.85%
5 Years (annualized)
+7.70%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Gov/Credit 1-5Y Total Return Index
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+2.15%
vs Peers
+0.97%

ICMUX Mutual Fund Performance

ICMUX performance across multiple time periods: 1-month 0.35%, YTD 3.12%, 1-year 5.30%, 3-year 8.85%, 5-year 7.70%, 10-year 6.47%.

ICMUX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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