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ICON Consumer Discretionary A (ICCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.13+0.15 (+1.16%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.04%
5-year average return3.56%
Number of years up8
Number of years down1
Best 1-yr total return (3 Feb 2019)36.55%
Worst 1-yr total return (3 Feb 2019)-17.24%
Best 3-yr total return36.55%
Worst 3-yr total return-1.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICCAXCategory
YTD-5.21%17.13%
1-month2.17%1.46%
3-month35.68%5.12%
1-year4.26%64.20%
3-year-1.17%20.26%
5-year0.91%19.17%
10-year9.67%14.88%
Last bull market30.17%31.05%
Last bear market-9.14%-15.99%

Annual total return (%) history

Year
ICCAXCategory
2020
N/A40.47%
2019
20.65%26.45%
2018
-17.24%-7.78%
2017
8.30%21.49%
2016
5.07%4.47%
2015
0.06%1.38%
2014
6.39%6.28%
2013
36.55%37.14%
2012
16.43%22.64%
2011
10.61%1.58%
2010
N/A27.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-30.13%35.68%N/AN/A
201913.91%-3.70%1.06%8.83%
2018-11.29%2.18%5.33%-13.31%
20173.03%3.09%-2.41%4.49%
20163.85%-3.56%0.38%4.51%
20152.02%0.96%-5.96%3.30%
2014-0.39%1.42%-3.18%8.76%
201310.78%6.80%5.56%9.33%
201214.49%-3.21%7.18%-1.98%
20114.06%4.66%-9.33%12.00%
201011.87%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month84
3-month41
1-year62
3-year90
5-year85

Load adjusted returns

1-year-1.74%
3-year-3.11%
5-year-0.28%
10-year9.03%