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ALL ORDS
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ICON Funds - ICON Opportunities Fund (ICONX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.67
+0.27
(+2.37%)
As of 09:01PM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★
Year-to-date return
12.76%
5-year average return
6.06%
Number of years up
5
Number of years down
2
Best 1-yr total return (3 Feb 2019)
38.47%
Worst 1-yr total return (3 Feb 2019)
-24.07%
Best 3-yr total return
38.47%
Worst 3-yr total return
4.29%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ICONX
Category
YTD
-17.00%
12.40%
1-month
5.81%
3.37%
3-month
41.46%
4.88%
1-year
-9.12%
55.69%
3-year
-2.61%
19.34%
5-year
2.74%
20.72%
10-year
0.00%
13.98%
Last bull market
0.00%
27.85%
Last bear market
0.00%
-24.06%
Annual total return (%) history
Year
ICONX
Category
2020
N/A
38.62%
2019
30.15%
27.68%
2018
-24.07%
-5.76%
2017
24.85%
21.50%
2016
19.66%
11.20%
2015
-1.45%
-2.41%
2014
0.90%
2.44%
2013
38.47%
40.91%
2012
N/A
13.15%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-41.33%
41.46%
N/A
N/A
2019
17.07%
1.53%
2.19%
7.14%
2018
-3.43%
-0.90%
4.22%
-23.87%
2017
5.47%
5.13%
7.09%
5.15%
2016
-3.05%
2.38%
10.33%
9.27%
2015
6.00%
-0.48%
-7.63%
1.14%
2014
-1.53%
4.35%
-7.78%
6.48%
2013
9.17%
5.69%
11.28%
7.84%
2012
1.40%
N/A
N/A
N/A
Rank in category (by total return)
YTD
98
1-month
13
3-month
10
1-year
92
3-year
99
5-year
94
Load adjusted returns
1-year
-9.12%
3-year
-2.61%
5-year
2.74%
10-year
N/A
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