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ICON Natural Resources and Infras Instl (ICBMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.67-0.33 (-1.74%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.40%
5-year average return13.86%
Number of years up19
Number of years down7
Best 1-yr total return (21 May 2024)39.10%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return39.10%
Worst 3-yr total return1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICBMXCategory
YTD7.47%20.74%
1-month-3.93%-1.94%
3-month8.38%7.31%
1-year18.95%63.77%
3-year8.15%9.96%
5-year12.38%11.51%
10-year7.09%3.43%
Last bull market28.11%19.09%
Last bear market-8.27%-29.67%

Annual total return (%) history

Year
ICBMXCategory
2024
N/AN/A
2023
10.97%N/A
2022
0.38%N/A
2021
30.62%N/A
2020
5.53%16.37%
2019
22.10%14.95%
2018
-17.27%-19.01%
2017
16.92%16.61%
2016
23.43%26.69%
2015
-16.60%-22.16%
2014
0.86%-12.48%
2013
30.87%8.75%
2012
9.55%4.34%
2011
-9.74%-13.97%
2010
26.55%18.06%
2009
39.10%48.48%
2008
-47.84%-48.79%
2007
35.24%37.12%
2006
19.46%10.53%
2005
14.28%38.20%
2004
29.18%27.47%
2003
36.62%32.76%
2002
-12.43%-0.80%
2001
10.33%-10.44%
2000
-23.56%29.49%
1999
23.12%30.64%
1998
-10.59%-24.87%
1997
N/A3.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.86%N/AN/AN/A
20231.37%6.01%-2.31%5.71%
20223.61%-8.27%-5.22%11.43%
202119.33%4.81%-5.11%10.06%
2020-32.95%21.44%10.61%17.18%
201910.75%3.40%0.24%6.36%
2018-0.50%-0.19%3.59%-19.59%
20174.12%-1.25%7.65%5.63%
20165.32%4.29%3.47%8.60%
20153.41%-2.37%-19.92%3.16%
20141.65%4.86%-2.90%-2.55%
20135.72%2.54%10.72%9.04%
201210.40%-5.58%2.77%2.26%
20114.82%-0.90%-25.43%16.54%
20104.12%-12.28%19.34%16.10%
2009-9.69%21.12%21.66%4.52%
2008-5.76%7.42%-25.57%-30.77%
20079.47%12.06%8.99%1.14%
200616.57%-1.42%-6.49%11.17%
20050.29%-3.22%13.80%3.46%
20041.26%6.35%5.97%13.20%
2003-8.23%11.40%4.03%28.47%
200213.79%-2.77%-23.04%2.83%
2001-5.27%9.57%-9.52%17.50%
2000-12.19%-3.54%-4.70%-5.30%
1999-3.37%22.66%-5.56%9.99%
199813.49%-12.12%-10.11%-0.27%
199712.02%-30.17%N/AN/A

Rank in category (by total return)

YTD14
1-month77
3-month29
1-year14
3-year28
5-year22

Load adjusted returns

1-year18.95%
3-year8.15%
5-year12.38%
10-year7.09%