ICSAX Mutual Fund

NAV$12.07

Returns Overview

1 Month
+7.20%
3 Months
+17.90%
6 Months
+24.00%
YTD
+23.24%
1 Year
+39.07%
3 Years (annualized)
+17.11%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.24%
Peer Avg (YTD)
+18.52%
vs Peers
+4.71%

ICSAX Mutual Fund Performance

ICSAX performance across multiple time periods: 1-month 7.20%, YTD 23.24%, 1-year 39.07%, 3-year 17.11%, 5-year 8.84%, 10-year 10.70%.

ICSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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