ICSIX Mutual Fund

ICSIX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
+1.50%
3 Months
+0.40%
6 Months
+4.34%
YTD
+6.66%
1 Year
+11.96%
3 Years (annualized)
+12.16%
5 Years (annualized)
+8.22%
10 Years (annualized)
+10.76%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+6.28%
vs Peers
+0.38%

ICSIX Mutual Fund Performance

ICSIX performance across multiple time periods: 1-month 1.50%, YTD 6.66%, 1-year 11.96%, 3-year 12.16%, 5-year 8.22%, 10-year 10.76%.

ICSIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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