IICAX Mutual Fund

NAV$12.70

Returns Overview

1 Month
+0.33%
3 Months
+8.59%
6 Months
+7.81%
YTD
+7.52%
1 Year
+18.08%
3 Years (annualized)
+14.73%
5 Years (annualized)
+11.49%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IICAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+9.51%
vs Peers
-1.99%

IICAX Mutual Fund Performance

IICAX performance across multiple time periods: 1-month 0.33%, YTD 7.52%, 1-year 18.08%, 3-year 14.73%, 5-year 11.49%, 10-year 13.17%.

IICAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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