ICRPX Mutual Fund

ICRPX Mutual Fund

NAV$29.18
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Returns Overview

1 Month
+2.14%
3 Months
+5.33%
6 Months
+16.82%
YTD
+19.56%
1 Year
+23.02%
3 Years (annualized)
+9.44%
5 Years (annualized)
+3.50%
10 Years (annualized)
+4.84%

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)
+19.56%
Peer Avg (YTD)
+12.53%
vs Peers
+7.03%

ICRPX Mutual Fund Performance

ICRPX performance across multiple time periods: 1-month 2.14%, YTD 19.56%, 1-year 23.02%, 3-year 9.44%, 5-year 3.50%, 10-year 4.84%.

ICRPX returns outperform the peer average of 12.53% 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.