ICRPX Mutual Fund

ICRPX Mutual Fund

NAV$28.97
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Returns Overview

1 Month
+2.79%
3 Months
-5.46%
6 Months
-0.42%
YTD
+13.03%
1 Year
+12.55%
3 Years (annualized)
+13.24%
5 Years (annualized)
+0.94%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICRPX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+7.23%
vs Peers
+5.81%

ICRPX Mutual Fund Performance

ICRPX performance across multiple time periods: 1-month 2.79%, YTD 13.03%, 1-year 12.55%, 3-year 13.24%, 5-year 0.94%, 10-year 5.52%.

ICRPX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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