ICSIX Mutual Fund

NAV$14.97

Returns Overview

1 Month
-0.47%
3 Months
+8.61%
6 Months
+6.03%
YTD
+5.73%
1 Year
+13.78%
3 Years (annualized)
+12.12%
5 Years (annualized)
+8.54%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+5.87%
vs Peers
-0.14%

ICSIX Mutual Fund Performance

ICSIX performance across multiple time periods: 1-month -0.47%, YTD 5.73%, 1-year 13.78%, 3-year 12.12%, 5-year 8.54%, 10-year 11.07%.

ICSIX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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