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ICON Risk-Managed Balanced S (IOCZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.43+0.17 (+1.11%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.08%
5-year average return3.83%
Number of years up12
Number of years down3
Best 1-yr total return (3 Feb 2019)24.33%
Worst 1-yr total return (3 Feb 2019)-22.37%
Best 3-yr total return24.33%
Worst 3-yr total return-3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOCZXCategory
YTD0.05%9.69%
1-month5.45%0.91%
3-month10.70%5.21%
1-year9.85%27.06%
3-year4.38%11.00%
5-year4.81%10.26%
10-year6.32%8.34%
Last bull market11.01%15.58%
Last bear market-10.59%-12.16%

Annual total return (%) history

Year
IOCZXCategory
2020
N/A11.72%
2019
24.33%19.23%
2018
-11.49%-5.76%
2017
10.37%13.21%
2016
4.17%7.34%
2015
0.17%-1.93%
2014
6.96%6.21%
2013
14.46%16.48%
2012
8.24%11.72%
2011
-1.69%-0.11%
2010
6.47%11.83%
2009
9.73%24.13%
2008
-22.37%-28.00%
2007
12.18%5.99%
2006
5.50%11.29%
2005
2.89%5.13%
2004
N/A8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.76%21.50%N/AN/A
201911.76%2.93%0.85%7.16%
2018-1.26%1.50%2.61%-13.93%
20174.22%1.87%2.16%1.76%
2016-0.11%0.15%2.19%1.90%
20152.64%-0.20%-4.24%2.12%
20141.22%3.37%-1.08%3.33%
20137.14%1.22%3.05%2.42%
20126.86%-2.68%5.25%-1.11%
20113.00%0.45%-9.29%4.75%
20102.76%-6.79%3.79%7.10%
2009-15.10%11.41%10.98%4.52%
2008-8.16%2.73%-8.32%-10.26%
20070.72%4.95%1.98%4.06%
20063.11%-2.04%-0.14%4.59%
2005-1.03%0.52%3.42%0.01%
2004-1.63%6.36%N/AN/A

Rank in category (by total return)

YTD78
1-month5
3-month20
1-year60
3-year81
5-year89

Load adjusted returns

1-year9.85%
3-year4.38%
5-year4.81%
10-year6.32%