UK markets open in 1 hour 39 minutes

ICON Fund S (ICNZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.05+0.18 (+1.01%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return14.97%
5-year average return5.97%
Number of years up11
Number of years down4
Best 1-yr total return (3 Feb 2019)40.55%
Worst 1-yr total return (3 Feb 2019)-48.31%
Best 3-yr total return40.55%
Worst 3-yr total return-14.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICNZXCategory
YTD-13.84%12.38%
1-month1.44%5.09%
3-month22.40%10.28%
1-year-1.96%41.70%
3-year3.16%22.56%
5-year4.37%21.98%
10-year9.09%15.99%
Last bull market27.10%25.99%
Last bear market-20.83%-17.29%

Annual total return (%) history

Year
ICNZXCategory
2020
N/A35.86%
2019
40.55%31.90%
2018
-18.79%-2.09%
2017
28.65%27.67%
2016
9.05%3.23%
2015
-11.45%3.60%
2014
6.46%10.00%
2013
32.83%33.92%
2012
15.71%15.34%
2011
-4.38%-2.46%
2010
11.38%15.53%
2009
17.61%35.68%
2008
-48.31%-40.67%
2007
11.80%13.35%
2006
7.74%7.05%
2005
9.20%6.71%
2004
N/A7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-29.61%22.40%N/AN/A
201917.92%4.75%0.81%12.87%
20180.15%0.50%-0.40%-18.99%
201710.37%4.40%5.06%6.26%
2016-4.59%-1.56%5.87%9.67%
20152.25%-3.55%-12.25%2.31%
2014-0.93%1.48%-3.78%10.06%
20139.38%3.96%8.95%7.21%
201215.77%-5.71%5.69%0.31%
20115.54%-1.01%-17.88%11.45%
20104.66%-14.80%9.84%13.72%
2009-18.72%19.01%17.79%3.22%
2008-14.55%-3.12%-11.84%-29.18%
20070.20%8.16%1.90%1.24%
20069.20%-3.79%-3.36%6.11%
2005-2.66%3.60%5.15%2.99%
20040.00%11.49%N/AN/A

Rank in category (by total return)

YTD100
1-month89
3-month80
1-year98
3-year99
5-year98

Load adjusted returns

1-year-1.96%
3-year3.16%
5-year4.37%
10-year9.09%