ICSAX Mutual Fund

ICSAX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-0.53%
3 Months
+7.30%
6 Months
+13.91%
YTD
+23.34%
1 Year
+27.04%
3 Years (annualized)
+16.54%
5 Years (annualized)
+9.12%
10 Years (annualized)
+10.02%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.34%
Peer Avg (YTD)
+15.20%
vs Peers
+8.14%

ICSAX Mutual Fund Performance

ICSAX performance across multiple time periods: 1-month -0.53%, YTD 23.34%, 1-year 27.04%, 3-year 16.54%, 5-year 9.12%, 10-year 10.02%.

ICSAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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