ICSBX Mutual Fund

ICSBX Mutual Fund

NAV$9.29
See how much of ICSBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.08%
3 Months
+0.22%
6 Months
+0.09%
YTD
+0.38%
1 Year
+2.85%
3 Years (annualized)
+3.76%
5 Years (annualized)
+1.17%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+0.12%
vs Peers
+0.26%

ICSBX Mutual Fund Performance

ICSBX performance across multiple time periods: 1-month 0.08%, YTD 0.38%, 1-year 2.85%, 3-year 3.76%, 5-year 1.17%, 10-year 1.22%.

ICSBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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