ICMUX Mutual Fund

ICMUX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.37%
3 Months
+1.14%
6 Months
+2.27%
YTD
+2.77%
1 Year
+6.40%
3 Years (annualized)
+8.89%
5 Years (annualized)
+6.11%
10 Years (annualized)
+6.53%

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)
+2.77%
Peer Avg (YTD)
+0.12%
vs Peers
+2.65%

ICMUX Mutual Fund Performance

ICMUX performance across multiple time periods: 1-month 0.37%, YTD 2.77%, 1-year 6.40%, 3-year 8.89%, 5-year 6.11%, 10-year 6.53%.

ICMUX returns outperform the peer average of 0.12% 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.