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ICON Equity Income C (IOECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.31+0.35 (+2.34%)
At close: 09:02PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return10.42%
5-year average return7.20%
Number of years up13
Number of years down4
Best 1-yr total return (3 Feb 2019)26.37%
Worst 1-yr total return (3 Feb 2019)-36.19%
Best 3-yr total return26.37%
Worst 3-yr total return-8.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOECXCategory
YTD-19.66%13.38%
1-month0.56%1.16%
3-month13.29%6.75%
1-year-13.29%40.77%
3-year-1.32%13.59%
5-year2.21%13.52%
10-year7.12%10.48%
Last bull market19.62%21.11%
Last bear market-17.04%-19.34%

Annual total return (%) history

Year
IOECXCategory
2020
N/A15.41%
2019
26.37%24.78%
2018
-10.98%-9.27%
2017
12.46%18.41%
2016
17.60%8.45%
2015
-5.12%-1.74%
2014
9.43%5.50%
2013
22.57%26.84%
2012
13.79%15.29%
2011
-2.80%-4.13%
2010
14.07%14.83%
2009
21.70%30.03%
2008
-36.19%-38.64%
2007
8.08%7.48%
2006
9.49%14.66%
2005
3.38%7.75%
2004
10.52%12.45%
2003
32.74%30.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-29.08%13.29%N/AN/A
201912.29%4.28%-0.80%8.79%
2018-0.08%-0.67%1.76%-11.86%
20174.29%1.43%3.04%3.18%
20165.68%1.45%3.58%5.89%
20151.47%0.21%-7.55%0.92%
20140.91%4.35%-1.16%5.14%
20139.94%0.61%4.60%5.94%
201210.73%-3.41%5.58%0.76%
20114.71%0.13%-15.09%9.19%
20105.13%-8.20%9.00%8.43%
2009-17.80%18.16%19.84%4.55%
2008-10.59%-4.01%-3.70%-22.79%
20070.18%8.59%0.85%-1.50%
20067.11%-4.47%0.82%6.13%
2005-2.04%1.91%3.69%-0.13%
20042.90%0.34%-0.81%7.91%
2003-6.99%19.55%3.12%15.77%

Rank in category (by total return)

YTD88
1-month93
3-month91
1-year88
3-year87
5-year83

Load adjusted returns

1-year-14.13%
3-year-1.32%
5-year2.21%
10-year7.12%