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Intrepid Disciplined Value Investor (ICMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.62-0.00 (-0.02%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return4.42%
5-year average return2.28%
Number of years up9
Number of years down4
Best 1-yr total return (28 Jan 2019)31.90%
Worst 1-yr total return (28 Jan 2019)-23.84%
Best 3-yr total return31.90%
Worst 3-yr total return0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICMCXCategory
YTD1.73%21.28%
1-month2.54%-1.96%
3-month12.35%4.90%
1-year15.71%55.83%
3-year2.99%11.08%
5-year4.07%11.93%
10-year0.00%10.64%
Last bull market18.30%25.54%
Last bear market-14.70%-22.08%

Annual total return (%) history

Year
ICMCXCategory
2020
N/A2.63%
2019
9.33%25.18%
2018
-13.77%-12.86%
2017
6.72%13.22%
2016
12.02%18.06%
2015
-3.70%-5.41%
2014
7.77%9.31%
2013
18.53%35.14%
2012
10.51%16.60%
2011
-0.58%-3.96%
2010
16.75%21.92%
2009
31.90%35.41%
2008
-23.84%-36.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.81%23.08%4.79%N/A
20195.97%0.83%2.48%-0.16%
2018-3.36%2.51%0.19%-13.12%
20173.08%1.21%0.46%1.82%
20164.04%3.78%1.82%1.89%
20151.52%-0.19%-6.64%1.80%
20142.73%1.92%0.72%2.20%
20138.51%0.66%4.32%4.02%
20129.04%-3.09%4.28%0.28%
20114.31%0.38%-13.58%9.86%
20107.53%-5.52%6.78%7.62%
2009-4.45%14.85%14.45%5.02%
2008-5.07%-2.12%-0.57%-17.56%

Rank in category (by total return)

YTD2
1-month55
3-month98
1-year2
3-year71
5-year95

Load adjusted returns

1-year15.94%
3-year3.01%
5-year5.49%
10-year5.85%