ICPAX Mutual Fund

ICPAX Mutual Fund

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Returns Overview

1 Month
+0.80%
3 Months
-3.92%
6 Months
+15.63%
YTD
+27.87%
1 Year
+35.85%
3 Years (annualized)
+19.48%
5 Years (annualized)
+20.00%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICPAX 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
S&P Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+27.87%
Peer Avg (YTD)
+19.98%
vs Peers
+7.89%

ICPAX Mutual Fund Performance

ICPAX performance across multiple time periods: 1-month 0.80%, YTD 27.87%, 1-year 35.85%, 3-year 19.48%, 5-year 20.00%, 10-year 7.20%.

ICPAX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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