ICMZX Mutual Fund

ICMZX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
-3.20%
3 Months
-5.17%
6 Months
+1.62%
YTD
-0.43%
1 Year
+15.56%
3 Years (annualized)
-3.94%
5 Years (annualized)
+3.63%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICMZX 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
Morningstar US Small Cap Total Return Index
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+10.05%
vs Peers
-10.47%

ICMZX Mutual Fund Performance

ICMZX performance across multiple time periods: 1-month -3.20%, YTD -0.43%, 1-year 15.56%, 3-year -3.94%, 5-year 3.63%, 10-year 1.80%.

ICMZX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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