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ICON Equity Institutional (IOLZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.68+0.17 (+0.62%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return9.52%
Number of years up15
Number of years down4
Best 1-yr total return (4 June 2024)38.21%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return38.21%
Worst 3-yr total return3.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOLZXCategory
YTD1.41%10.80%
1-month3.05%4.43%
3-month-0.39%7.00%
1-year18.58%48.17%
3-year-0.55%21.26%
5-year10.59%20.18%
10-year8.41%14.07%
Last bull market19.67%27.14%
Last bear market-17.03%-21.26%

Annual total return (%) history

Year
IOLZXCategory
2024
N/AN/A
2023
12.11%N/A
2022
-18.11%N/A
2021
26.73%N/A
2020
16.00%39.26%
2019
38.21%32.52%
2018
-16.66%-6.65%
2017
26.78%23.91%
2016
10.85%6.03%
2015
-7.71%-0.95%
2014
7.10%7.00%
2013
32.27%34.93%
2012
12.61%14.07%
2011
1.51%-3.96%
2010
3.28%24.61%
2009
15.42%39.11%
2008
-39.85%-43.77%
2007
8.62%15.09%
2006
11.66%9.00%
2005
6.57%9.84%
2004
N/A13.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.73%N/AN/AN/A
2023-0.35%6.62%-1.38%6.99%
2022-8.93%-17.03%0.46%7.87%
202111.62%7.93%-1.95%7.29%
2020-28.51%22.91%10.38%19.59%
201918.78%3.81%0.41%11.63%
20181.63%0.41%0.56%-18.78%
20179.55%3.81%6.03%5.13%
2016-4.41%-1.89%6.07%11.44%
20153.29%-1.90%-10.90%2.23%
2014-1.00%1.54%-3.71%10.65%
20139.94%1.71%8.77%8.75%
201215.74%-7.04%5.97%-1.24%
20117.00%0.59%-14.25%9.99%
2010-0.57%-9.33%8.38%5.71%
2009-11.82%12.57%10.69%5.05%
2008-12.90%-2.88%-11.13%-19.99%
20072.72%8.23%-1.43%-0.89%
200611.83%-2.70%-2.10%4.81%
2005-0.92%-0.13%6.50%1.12%
2004-2.38%12.88%N/AN/A

Rank in category (by total return)

YTD77
1-month31
3-month32
1-year60
3-year51
5-year41

Load adjusted returns

1-year18.58%
3-year-0.55%
5-year10.59%
10-year8.41%