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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
13
Number of years down
4
Best 1-yr total return (3 Feb 2019)
26.37%
Worst 1-yr total return (3 Feb 2019)
-36.19%
Risk statistics
3 years
IOECX
Category average
5 years
IOECX
Category average
10 years
IOECX
Category average
Alpha
-9.16
-0.03
-6.09
-0.02
-3.88
-0.01
BETA
1.74
0.02
1.66
0.02
1.54
0.02
Mean annual return
0.04
0.01
0.29
0.01
0.66
0.01
R-squared
88.96
0.95
86.44
0.94
87.32
0.92
Standard deviation
18.85
0.19
15.93
0.15
13.87
0.14
Sharpe ratio
-0.06
0.01
0.15
0.01
0.52
0.01
Treynor ratio
-1.73
0.08
0.62
0.08
4.22
0.06
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