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ICON Natural Resources and Infras Inv (ICBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.90-0.08 (-0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.97%
5-year average return13.31%
Number of years up10
Number of years down3
Best 1-yr total return (4 June 2024)30.41%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return30.41%
Worst 3-yr total return0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICBAXCategory
YTD12.66%20.74%
1-month4.96%-1.94%
3-month8.35%7.31%
1-year28.90%63.77%
3-year8.81%9.96%
5-year14.33%11.51%
10-year7.07%3.43%
Last bull market27.93%19.09%
Last bear market-8.38%-29.67%

Annual total return (%) history

Year
ICBAXCategory
2024
N/AN/A
2023
10.73%N/A
2022
0.09%N/A
2021
30.41%N/A
2020
5.21%16.37%
2019
21.75%14.95%
2018
-17.49%-19.01%
2017
16.62%16.61%
2016
23.23%26.69%
2015
-16.88%-22.16%
2014
0.55%-12.48%
2013
30.30%8.75%
2012
9.21%4.34%
2011
-10.10%-13.97%
2010
N/A18.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.74%N/AN/AN/A
20231.32%5.97%-2.41%5.67%
20223.54%-8.38%-5.29%11.41%
202119.38%4.69%-5.13%9.98%
2020-33.00%21.34%10.65%16.96%
201910.66%3.35%0.16%6.28%
2018-0.57%-0.25%3.50%-19.62%
20174.00%-1.26%7.51%5.63%
20165.26%4.24%3.50%8.51%
20153.29%-2.46%-19.96%3.07%
20141.52%4.83%-2.98%-2.61%
20135.55%2.46%10.60%8.94%
201210.23%-5.60%2.69%2.20%
20114.65%-0.90%-25.56%16.46%
201016.11%N/AN/AN/A

Rank in category (by total return)

YTD12
1-month25
3-month50
1-year16
3-year25
5-year29

Load adjusted returns

1-year28.90%
3-year8.81%
5-year14.33%
10-year7.07%