ICSSX Mutual Fund

NAV$13.33

Returns Overview

1 Month
+7.21%
3 Months
+17.91%
6 Months
+24.19%
YTD
+23.39%
1 Year
+39.29%
3 Years (annualized)
+17.37%
5 Years (annualized)
+9.09%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICSSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.39%
Peer Avg (YTD)
+18.52%
vs Peers
+4.87%

ICSSX Mutual Fund Performance

ICSSX performance across multiple time periods: 1-month 7.21%, YTD 23.39%, 1-year 39.29%, 3-year 17.37%, 5-year 9.09%, 10-year 10.97%.

ICSSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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