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ICON Health and Information Tech Instl (ICTEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.96-0.05 (-0.33%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.77%
5-year average return10.82%
Number of years up20
Number of years down6
Best 1-yr total return (17 Apr 2024)44.99%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return44.99%
Worst 3-yr total return2.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICTEXCategory
YTD8.23%12.31%
1-month2.58%6.23%
3-month8.23%8.63%
1-year19.99%53.90%
3-year3.38%27.50%
5-year13.24%28.80%
10-year14.24%18.74%
Last bull market42.06%24.03%
Last bear market-14.18%-20.41%

Annual total return (%) history

Year
ICTEXCategory
2024
N/AN/A
2023
13.43%N/A
2022
-19.87%N/A
2021
17.71%N/A
2020
33.95%55.91%
2019
43.67%37.49%
2018
-10.90%-3.21%
2017
32.55%35.35%
2016
12.47%10.84%
2015
9.78%5.21%
2014
15.21%12.55%
2013
24.78%35.45%
2012
12.38%13.08%
2011
2.03%-7.62%
2010
6.61%20.00%
2009
44.99%61.99%
2008
-47.78%-45.33%
2007
18.31%16.12%
2006
6.86%7.08%
2005
-3.96%5.76%
2004
3.88%4.24%
2003
46.98%55.77%
2002
-41.40%-42.86%
2001
-13.00%-36.89%
2000
14.07%-31.36%
1999
111.03%129.22%
1998
33.96%51.99%
1997
N/A11.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20232.32%3.07%-2.78%10.64%
2022-10.12%-14.18%-3.47%7.62%
20214.80%7.65%-5.08%9.92%
2020-18.55%28.62%7.82%18.59%
201919.65%6.38%0.72%12.07%
20181.52%3.49%3.43%-18.00%
201712.52%5.50%8.50%2.91%
20162.93%-2.54%11.55%0.51%
20155.47%-1.69%-1.39%7.36%
2014-1.10%5.42%2.42%7.90%
20133.74%-2.37%11.07%10.93%
201220.33%-8.36%7.41%-5.13%
20115.52%-2.67%-9.77%10.10%
20101.32%-12.93%9.67%10.19%
2009-7.45%19.66%21.91%7.39%
2008-17.92%1.76%-14.84%-26.59%
2007-1.50%12.39%6.58%0.27%
20066.06%-8.63%2.95%7.11%
2005-10.88%2.10%5.07%0.46%
20040.80%-5.32%-5.50%15.19%
2003-9.23%34.20%13.91%5.93%
20021.47%-22.29%-25.44%-0.33%
2001-16.34%14.52%-30.36%30.38%
200022.71%-7.39%-0.18%0.57%
199910.84%28.48%5.56%40.39%
199810.47%-3.79%-13.70%46.05%
199717.81%19.45%-19.51%N/A

Rank in category (by total return)

YTD57
1-month25
3-month57
1-year79
3-year59
5-year59

Load adjusted returns

1-year19.99%
3-year3.38%
5-year13.24%
10-year14.24%