ISICX Mutual Fund

ISICX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-0.24%
3 Months
+0.05%
6 Months
+0.07%
YTD
+0.29%
1 Year
+2.91%
3 Years (annualized)
+5.07%
5 Years (annualized)
+1.88%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISICX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.12%
vs Peers
+0.17%

ISICX Mutual Fund Performance

ISICX performance across multiple time periods: 1-month -0.24%, YTD 0.29%, 1-year 2.91%, 3-year 5.07%, 5-year 1.88%, 10-year 2.52%.

ISICX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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