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ICON Consumer Select Institutional (ICFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.76-0.02 (-0.19%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.53%
5-year average return7.97%
Number of years up17
Number of years down9
Best 1-yr total return (21 May 2024)36.93%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return36.93%
Worst 3-yr total return-1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICFSXCategory
YTD4.26%23.64%
1-month-4.79%-3.05%
3-month2.73%5.29%
1-year14.85%61.45%
3-year4.34%10.74%
5-year6.64%14.55%
10-year7.17%11.64%
Last bull market23.25%28.35%
Last bear market-14.99%-25.24%

Annual total return (%) history

Year
ICFSXCategory
2024
N/AN/A
2023
18.06%N/A
2022
-10.56%N/A
2021
22.80%N/A
2020
-7.47%-1.15%
2019
36.93%28.39%
2018
-18.03%-14.21%
2017
20.03%16.72%
2016
14.43%19.09%
2015
-4.56%-0.87%
2014
8.00%4.90%
2013
28.76%34.57%
2012
21.29%24.77%
2011
-15.30%-15.12%
2010
8.20%11.13%
2009
5.24%25.26%
2008
-53.53%-43.91%
2007
-5.39%-11.64%
2006
19.11%16.90%
2005
2.46%6.74%
2004
18.34%14.02%
2003
40.27%33.56%
2002
-17.79%-10.28%
2001
2.61%-2.05%
2000
50.02%27.74%
1999
-1.71%-1.79%
1998
7.04%6.05%
1997
N/A47.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
20233.37%7.05%-2.75%9.71%
2022-3.73%-14.99%-3.55%13.30%
202110.37%7.07%-2.48%6.57%
2020-36.93%17.90%7.99%15.22%
201912.54%8.00%0.84%11.71%
2018-0.19%-2.60%4.68%-19.45%
20172.78%2.92%4.52%8.57%
2016-7.68%-2.05%6.82%18.46%
20150.12%3.82%-10.50%2.58%
20140.52%2.70%-2.13%6.90%
201312.18%3.18%4.49%6.46%
201221.88%-8.65%5.96%2.82%
20112.47%-3.05%-22.35%9.81%
20109.57%-14.40%4.91%9.96%
2009-31.44%22.13%30.35%-3.57%
2008-17.50%-16.21%0.23%-32.93%
2007-3.70%5.17%-4.92%-1.75%
20066.95%-1.43%4.78%7.84%
2005-6.56%1.80%2.99%4.59%
20047.05%-1.57%1.60%10.54%
2003-7.16%24.46%4.36%16.33%
20023.39%-7.09%-15.65%1.46%
2001-6.11%13.44%-11.41%8.75%
20002.42%0.21%25.87%16.12%
19995.42%4.75%-16.76%6.93%
199814.03%2.43%-23.45%19.72%
19970.15%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month60
3-month64
1-year87
3-year43
5-year59

Load adjusted returns

1-year14.85%
3-year4.34%
5-year6.64%
10-year7.17%