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ICON Health and Information Tech Inv (ICTTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.73-0.04 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.30%
5-year average return10.62%
Number of years up11
Number of years down2
Best 1-yr total return (23 Apr 2024)43.24%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return43.24%
Worst 3-yr total return2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICTTXCategory
YTD8.25%12.31%
1-month2.56%6.23%
3-month8.25%8.63%
1-year19.77%53.90%
3-year3.13%27.50%
5-year12.96%28.80%
10-year13.92%18.74%
Last bull market41.77%24.03%
Last bear market-14.29%-20.41%

Annual total return (%) history

Year
ICTTXCategory
2024
N/AN/A
2023
13.10%N/A
2022
-20.07%N/A
2021
17.37%N/A
2020
33.61%55.91%
2019
43.24%37.49%
2018
-11.10%-3.21%
2017
32.08%35.35%
2016
12.10%10.84%
2015
9.39%5.21%
2014
14.78%12.55%
2013
24.08%35.45%
2012
11.86%13.08%
2011
1.81%-7.62%
2010
N/A20.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.25%N/AN/AN/A
20232.22%3.05%-2.81%10.48%
2022-10.13%-14.29%-3.53%7.57%
20214.73%7.57%-5.16%9.85%
2020-18.62%28.56%7.75%18.52%
201919.51%6.31%0.61%12.05%
20181.51%3.36%3.37%-18.03%
201712.47%5.42%8.42%2.74%
20162.86%-2.66%11.44%0.46%
20155.36%-1.85%-1.41%7.30%
2014-1.28%5.34%2.30%7.88%
20133.47%-2.49%11.00%10.80%
201220.18%-8.49%7.36%-5.26%
20115.53%-2.78%-9.79%10.00%
201010.06%N/AN/AN/A

Rank in category (by total return)

YTD57
1-month25
3-month57
1-year80
3-year60
5-year61

Load adjusted returns

1-year19.77%
3-year3.13%
5-year12.96%
10-year13.92%