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ICON Flexible Bond Investor (IOBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.560.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.97%
5-year average return3.49%
Number of years up11
Number of years down2
Best 1-yr total return (20 June 2024)9.08%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return9.08%
Worst 3-yr total return0.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOBAXCategory
YTD3.12%1.94%
1-month1.38%0.65%
3-month1.25%2.15%
1-year8.64%9.23%
3-year2.37%5.23%
5-year3.47%4.63%
10-year3.17%4.32%
Last bull market7.29%8.16%
Last bear market-5.32%-3.23%

Annual total return (%) history

Year
IOBAXCategory
2024
N/AN/A
2023
9.08%N/A
2022
-5.96%N/A
2021
4.06%N/A
2020
4.30%4.84%
2019
7.77%9.80%
2018
0.50%-1.52%
2017
3.97%6.07%
2016
5.91%7.52%
2015
0.30%-2.18%
2014
4.32%3.63%
2013
-0.66%1.87%
2012
8.39%11.71%
2011
2.64%3.37%
2010
N/A10.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.52%N/AN/AN/A
20232.83%1.83%0.48%3.68%
2022-3.10%-5.32%0.43%2.07%
20211.51%1.73%0.62%0.15%
2020-10.07%8.16%2.75%4.36%
20193.64%1.55%1.21%1.18%
2018-0.20%0.66%0.77%-0.71%
20171.65%1.26%0.70%0.31%
20162.14%2.39%2.42%-1.13%
20151.29%-0.82%-0.28%0.12%
20142.71%2.28%-0.08%-0.62%
20130.24%-2.17%0.54%0.76%
20123.19%1.98%2.66%0.33%
20111.54%1.09%-1.49%1.50%
2010-1.13%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month54
3-month47
1-year28
3-year10
5-year16

Load adjusted returns

1-year8.64%
3-year2.37%
5-year3.47%
10-year3.17%