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ICON Consumer Discretionary S (ICCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.88+0.16 (+1.17%)
At close: 09:03PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.09%
5-year average return4.03%
Number of years up16
Number of years down6
Best 1-yr total return (3 Feb 2019)47.19%
Worst 1-yr total return (3 Feb 2019)-42.68%
Best 3-yr total return47.19%
Worst 3-yr total return-16.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICCCXCategory
YTD-5.08%17.13%
1-month2.28%1.46%
3-month35.82%5.12%
1-year4.50%64.20%
3-year-0.83%20.26%
5-year1.35%19.17%
10-year10.19%14.88%
Last bull market30.15%31.05%
Last bear market-8.72%-15.99%

Annual total return (%) history

Year
ICCCXCategory
2020
N/A40.47%
2019
20.99%26.45%
2018
-17.00%-7.78%
2017
8.95%21.49%
2016
5.65%4.47%
2015
0.60%1.38%
2014
6.71%6.28%
2013
36.96%37.14%
2012
17.91%22.64%
2011
11.19%1.58%
2010
24.82%27.35%
2009
47.19%37.84%
2008
-42.68%-39.80%
2007
-8.87%-6.83%
2006
11.85%16.06%
2005
-2.84%-0.22%
2004
5.58%12.53%
2003
40.40%30.18%
2002
-19.09%-17.74%
2001
26.23%-1.13%
2000
-11.51%-14.28%
1999
4.74%14.76%
1998
5.60%28.84%
1997
N/A36.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-30.11%35.82%N/AN/A
201913.99%-3.59%1.16%8.83%
2018-11.19%2.23%5.38%-13.25%
20173.20%3.18%-2.24%4.66%
20164.02%-3.44%0.52%4.64%
20152.11%1.07%-5.81%3.49%
2014-0.25%1.45%-3.12%8.84%
201310.88%6.93%5.61%9.38%
201214.63%-2.84%7.85%-1.84%
20114.18%4.99%-9.19%11.95%
20108.89%-8.16%11.71%11.74%
2009-3.19%15.88%21.53%7.97%
2008-10.98%-9.13%1.70%-30.32%
20070.46%4.85%-6.09%-7.87%
20068.13%-5.20%2.19%6.77%
2005-2.25%3.82%-5.55%1.37%
20042.97%-0.58%-7.77%11.81%
2003-7.41%25.70%5.74%14.08%
200210.39%1.68%-23.85%-5.34%
20011.60%16.47%-19.28%32.14%
2000-3.21%-6.73%-3.55%1.63%
1999-3.16%10.31%-10.55%9.62%
199813.56%-2.60%-27.47%31.64%
1997-10.57%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month82
3-month40
1-year60
3-year88
5-year75

Load adjusted returns

1-year4.50%
3-year-0.83%
5-year1.35%
10-year10.19%