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ICON Equity Income A (IEQAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.67+0.19 (+1.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.39%
5-year average return4.43%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)27.31%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return27.31%
Worst 3-yr total return3.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIEQAXCategory
YTD-1.40%13.38%
1-month-2.66%1.16%
3-month0.58%6.75%
1-year2.40%40.77%
3-year-2.62%13.59%
5-year4.12%13.52%
10-year5.90%10.48%
Last bull market11.00%21.11%
Last bear market-9.98%-19.34%

Annual total return (%) history

Year
IEQAXCategory
2024
N/AN/A
2023
4.75%N/A
2022
-13.81%N/A
2021
23.84%N/A
2020
2.89%15.41%
2019
27.31%24.78%
2018
-10.27%-9.27%
2017
13.23%18.41%
2016
18.53%8.45%
2015
-4.44%-1.74%
2014
10.28%5.50%
2013
23.52%26.84%
2012
14.66%15.29%
2011
-2.08%-4.13%
2010
14.96%14.83%
2009
22.60%30.03%
2008
-35.76%-38.64%
2007
8.92%7.48%
2006
N/A14.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.29%N/AN/AN/A
2023-0.49%1.86%-2.33%5.80%
2022-3.37%-9.98%-6.62%6.10%
202115.92%2.78%-2.50%6.61%
2020-28.94%13.53%8.82%17.21%
201912.45%4.47%-0.56%8.98%
20180.16%-0.49%1.91%-11.66%
20174.46%1.57%3.26%3.36%
20165.87%1.69%3.80%6.07%
20151.66%0.34%-7.33%1.10%
20141.05%4.65%-1.05%5.39%
201310.17%0.81%4.77%6.14%
201211.02%-3.28%5.75%0.97%
20114.91%0.32%-14.86%9.28%
20105.39%-8.04%9.20%8.63%
2009-17.56%18.42%19.89%4.73%
2008-10.42%-3.87%-3.48%-22.71%
20070.39%8.82%1.04%-1.32%
20061.02%6.26%N/AN/A

Rank in category (by total return)

YTD97
1-month7
3-month93
1-year100
3-year97
5-year92

Load adjusted returns

1-year2.40%
3-year-2.62%
5-year4.12%
10-year5.90%