ICVRX Mutual Fund

ICVRX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
+0.95%
3 Months
-0.44%
6 Months
+0.61%
YTD
+2.22%
1 Year
+3.15%
3 Years (annualized)
+10.69%
5 Years (annualized)
+2.63%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ICVRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+2.95%
vs Peers
-0.74%

ICVRX Mutual Fund Performance

ICVRX performance across multiple time periods: 1-month 0.95%, YTD 2.22%, 1-year 3.15%, 3-year 10.69%, 5-year 2.63%, 10-year 4.72%.

ICVRX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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