ICMVX Mutual Fund

ICMVX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
-0.20%
3 Months
+2.61%
6 Months
+4.14%
YTD
+5.09%
1 Year
+12.56%
3 Years (annualized)
+13.33%
5 Years (annualized)
+6.74%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+5.54%
vs Peers
-0.45%

ICMVX Mutual Fund Performance

ICMVX performance across multiple time periods: 1-month -0.20%, YTD 5.09%, 1-year 12.56%, 3-year 13.33%, 5-year 6.74%, 10-year 6.10%.

ICMVX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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