ICSIX Mutual Fund

ICSIX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
-0.61%
3 Months
+1.88%
6 Months
+3.90%
YTD
+5.09%
1 Year
+12.00%
3 Years (annualized)
+10.88%
5 Years (annualized)
+8.29%
10 Years (annualized)
+10.34%

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)
+5.09%
Peer Avg (YTD)
+5.54%
vs Peers
-0.45%

ICSIX Mutual Fund Performance

ICSIX performance across multiple time periods: 1-month -0.61%, YTD 5.09%, 1-year 12.00%, 3-year 10.88%, 5-year 8.29%, 10-year 10.34%.

ICSIX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.34%, 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.