ICSCX Mutual Fund

ICSCX Mutual Fund

NAV$36.07
See how much of ICSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.61%
3 Months
-2.81%
6 Months
+5.04%
YTD
+18.67%
1 Year
+25.60%
3 Years (annualized)
+14.58%
5 Years (annualized)
+5.47%
10 Years (annualized)
+6.26%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.67%
Peer Avg (YTD)
+12.21%
vs Peers
+6.46%

ICSCX Mutual Fund Performance

ICSCX performance across multiple time periods: 1-month 4.61%, YTD 18.67%, 1-year 25.60%, 3-year 14.58%, 5-year 5.47%, 10-year 6.26%.

ICSCX returns outperform the peer average of 12.21% 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.