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ICON Risk-Managed Balanced C (IOCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.00+0.16 (+1.16%)
As of 09:01PM EDT. Market open.

Performance overview

Morningstar return rating★
Year-to-date return9.00%
5-year average return2.82%
Number of years up13
Number of years down4
Best 1-yr total return (3 Feb 2019)23.09%
Worst 1-yr total return (3 Feb 2019)-23.16%
Best 3-yr total return23.09%
Worst 3-yr total return-4.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOCCXCategory
YTD-0.61%9.69%
1-month5.30%0.91%
3-month10.41%5.21%
1-year8.70%27.06%
3-year3.32%11.00%
5-year3.76%10.26%
10-year5.26%8.34%
Last bull market10.33%15.58%
Last bear market-10.98%-12.16%

Annual total return (%) history

Year
IOCCXCategory
2020
N/A11.72%
2019
23.09%19.23%
2018
-12.37%-5.76%
2017
9.21%13.21%
2016
3.16%7.34%
2015
-0.78%-1.93%
2014
5.94%6.21%
2013
13.29%16.48%
2012
7.18%11.72%
2011
-2.63%-0.11%
2010
5.35%11.83%
2009
8.59%24.13%
2008
-23.16%-28.00%
2007
11.08%5.99%
2006
4.17%11.29%
2005
1.82%5.13%
2004
6.81%8.86%
2003
28.06%20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.95%21.32%N/AN/A
201911.51%2.69%0.62%6.83%
2018-1.44%1.18%2.40%-14.19%
20173.98%1.51%1.97%1.46%
2016-0.43%-0.07%1.97%1.67%
20152.41%-0.44%-4.47%1.86%
20140.94%3.20%-1.25%2.98%
20136.91%0.86%2.87%2.14%
20126.56%-2.97%5.05%-1.33%
20112.77%0.22%-9.51%4.47%
20102.53%-7.01%3.47%6.80%
2009-15.37%11.22%10.76%4.15%
2008-8.45%2.53%-8.52%-10.51%
20070.53%4.65%1.77%3.75%
20062.99%-2.68%-0.30%4.25%
2005-1.28%0.23%3.20%-0.28%
20041.70%0.83%-1.80%6.08%
2003-4.39%16.87%5.21%8.93%

Rank in category (by total return)

YTD82
1-month5
3-month25
1-year66
3-year88
5-year95

Load adjusted returns

1-year7.70%
3-year3.32%
5-year3.76%
10-year5.26%