ICMUX Mutual Fund

NAV$8.92

Returns Overview

1 Month
-0.04%
3 Months
+2.37%
6 Months
+2.39%
YTD
+2.39%
1 Year
+6.92%
3 Years (annualized)
+9.27%
5 Years (annualized)
+7.80%
10 Years (annualized)
+6.61%

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
PROUpgrade to run

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 Gov/Credit 1-5Y Total Return Index
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+3.23%
vs Peers
-0.84%

ICMUX Mutual Fund Performance

ICMUX performance across multiple time periods: 1-month -0.04%, YTD 2.39%, 1-year 6.92%, 3-year 9.27%, 5-year 7.80%, 10-year 6.61%.

ICMUX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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