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ICON Consumer Select Investor (ICFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.52-0.13 (-1.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.52%
5-year average return7.56%
Number of years up8
Number of years down5
Best 1-yr total return (13 June 2024)36.53%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return36.53%
Worst 3-yr total return0.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICFAXCategory
YTD8.93%23.64%
1-month4.62%-3.05%
3-month2.26%5.29%
1-year25.58%61.45%
3-year5.69%10.74%
5-year9.29%14.55%
10-year7.17%11.64%
Last bull market23.12%28.35%
Last bear market-15.09%-25.24%

Annual total return (%) history

Year
ICFAXCategory
2024
N/AN/A
2023
17.83%N/A
2022
-10.81%N/A
2021
22.40%N/A
2020
-7.72%-1.15%
2019
36.53%28.39%
2018
-18.12%-14.21%
2017
19.59%16.72%
2016
13.95%19.09%
2015
-4.79%-0.87%
2014
7.80%4.90%
2013
28.20%34.57%
2012
20.74%24.77%
2011
-15.57%-15.12%
2010
N/A11.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.43%N/AN/AN/A
20233.41%6.91%-2.78%9.63%
2022-3.76%-15.09%-3.58%13.19%
202110.21%7.01%-2.50%6.44%
2020-36.93%17.63%8.01%15.15%
201912.29%8.00%0.75%11.74%
2018-0.19%-2.78%4.67%-19.39%
20172.65%2.80%4.50%8.45%
2016-7.74%-2.17%6.64%18.38%
20150.00%3.80%-10.45%2.43%
20140.51%2.67%-2.23%6.84%
201312.13%2.92%4.55%6.25%
201221.57%-8.71%5.83%2.80%
20112.30%-3.05%-22.39%9.69%
20109.96%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month25
3-month79
1-year83
3-year26
5-year55

Load adjusted returns

1-year25.58%
3-year5.69%
5-year9.29%
10-year7.17%