ICVPX Mutual Fund

NAV$12.05

Returns Overview

1 Month
+7.20%
3 Months
+17.90%
6 Months
+24.09%
YTD
+23.33%
1 Year
+39.16%
3 Years (annualized)
+13.59%
5 Years (annualized)
+9.85%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICVPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.33%
Peer Avg (YTD)
+18.52%
vs Peers
+4.81%

ICVPX Mutual Fund Performance

ICVPX performance across multiple time periods: 1-month 7.20%, YTD 23.33%, 1-year 39.16%, 3-year 13.59%, 5-year 9.85%, 10-year 12.35%.

ICVPX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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