| ICBMX | |
|---|---|
| Total return | +238.63% |
| Annualised (CAGR) | +12.97% |
| Volatility (annualised) | +19.28% |
| Sharpe (rf = 0) | 0.67 |
| Deepest drawdown | -48.11% |
| Drawdown peak → trough | 2018-01-29 → 2020-03-23 |
| Dividend yield (12m distributions) | 8.15% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +238.63% in total (+12.97% a year), with a deepest drawdown of -48.11% from 2018-01-29 to 2020-03-23. Its worst calendar year was 2018 (-17.27%), its best 2021 (+30.62%).
| Year | ICBMX |
|---|---|
| 2026 | +22.79% |
| 2025 | +15.89% |
| 2024 | +19.89% |
| 2023 | +10.97% |
| 2022 | +0.38% |
| 2021 | +30.62% |
| 2020 | +5.53% |
| 2019 | +22.10% |
| 2018 | -17.27% |
| 2017 | +16.92% |
| 2016 | +9.46% |
+238.63% in total, which works out to +12.97% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -17.27% (net of fees, dividends reinvested). Its best year was 2021 (+30.62%).
-48.11%, from a peak on 2018-01-29 to a trough on 2020-03-23. From that trough it took 289 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 8.15% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say ICBMX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -48.11% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.