ICSCX Mutual Fund

ICSCX Mutual Fund

NAV$36.13
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Returns Overview

1 Month
-0.16%
3 Months
+8.07%
6 Months
+15.41%
YTD
+23.12%
1 Year
+33.94%
3 Years (annualized)
+10.46%
5 Years (annualized)
+6.52%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSCX 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)
+23.12%
Peer Avg (YTD)
+15.31%
vs Peers
+7.81%

ICSCX Mutual Fund Performance

ICSCX performance across multiple time periods: 1-month -0.16%, YTD 23.12%, 1-year 33.94%, 3-year 10.46%, 5-year 6.52%, 10-year 9.45%.

ICSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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