ICPAX Mutual Fund

NAV$8.69

Returns Overview

1 Month
+0.11%
3 Months
-1.69%
6 Months
+26.85%
YTD
+24.15%
1 Year
+38.82%
3 Years (annualized)
+22.74%
5 Years (annualized)
+17.99%
10 Years (annualized)
+7.03%

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
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
S&P Composite 1500 Energy(^SP1500-10:SP)
This Mutual Fund (YTD)
+24.15%
Peer Avg (YTD)
+14.02%
vs Peers
+10.13%

ICPAX Mutual Fund Performance

ICPAX performance across multiple time periods: 1-month 0.11%, YTD 24.15%, 1-year 38.82%, 3-year 22.74%, 5-year 17.99%, 10-year 7.03%.

ICPAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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