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ICON Flexible Bond S (IOBZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.68+0.01 (+0.12%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.64%
5-year average return3.76%
Number of years up15
Number of years down4
Best 1-yr total return (26 Mar 2024)15.83%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return15.83%
Worst 3-yr total return0.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOBZXCategory
YTD1.93%1.94%
1-month1.07%0.65%
3-month3.63%2.15%
1-year8.04%9.23%
3-year2.79%5.23%
5-year3.82%4.63%
10-year3.52%4.32%
Last bull market8.47%8.16%
Last bear market-5.24%-3.23%

Annual total return (%) history

Year
IOBZXCategory
2023
9.24%N/A
2022
-5.63%N/A
2021
4.17%N/A
2020
4.60%4.84%
2019
8.14%9.80%
2018
0.77%-1.52%
2017
4.24%6.07%
2016
6.14%7.52%
2015
0.68%-2.18%
2014
4.57%3.63%
2013
-0.42%1.87%
2012
8.56%11.71%
2011
2.89%3.37%
2010
6.57%10.86%
2009
15.83%29.22%
2008
-2.89%-15.41%
2007
6.09%4.45%
2006
4.33%6.90%
2005
-0.06%2.12%
2004
N/A8.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.78%2.01%0.52%3.66%
2022-3.04%-5.24%0.58%2.11%
20211.46%1.89%0.68%0.09%
2020-9.96%8.06%2.86%4.52%
20193.69%1.72%1.28%1.24%
2018-0.03%0.72%0.84%-0.75%
20171.64%1.44%0.74%0.35%
20162.14%2.55%2.36%-1.01%
20151.47%-0.86%-0.21%0.29%
20142.87%2.36%-0.04%-0.66%
20130.30%-2.11%0.70%0.72%
20123.25%2.05%2.72%0.30%
20111.60%1.15%-1.43%1.57%
20102.66%1.22%3.74%-1.14%
20091.06%6.62%4.92%2.46%
20081.34%-0.88%-3.94%0.65%
20071.48%0.05%2.18%2.26%
20060.27%0.52%2.26%1.22%
2005-1.02%3.01%-1.88%-0.11%
20043.97%1.25%N/AN/A

Rank in category (by total return)

YTD4
1-month2
3-month30
1-year26
3-year6
5-year14

Load adjusted returns

1-year8.04%
3-year2.79%
5-year3.82%
10-year3.52%