ICVPX Mutual Fund

ICVPX Mutual Fund

NAV$11.92
See how much of ICVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.68%
3 Months
+9.32%
6 Months
+17.84%
YTD
+24.18%
1 Year
+38.49%
3 Years (annualized)
+15.31%
5 Years (annualized)
+9.87%
10 Years (annualized)
+10.35%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.18%
Peer Avg (YTD)
+15.31%
vs Peers
+8.86%

ICVPX Mutual Fund Performance

ICVPX performance across multiple time periods: 1-month 0.68%, YTD 24.18%, 1-year 38.49%, 3-year 15.31%, 5-year 9.87%, 10-year 10.35%.

ICVPX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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