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ICON Equity Investor (ISTAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.27+0.46 (+1.78%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.35%
5-Year Average Return10.31%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 30, 2024)37.81%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return37.81%
Worst 3-Yr Total Return2.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnISTAXCategory
YTD-1.66%10.80%
1-Month-6.08%4.43%
3-Month0.35%7.00%
1-Year10.06%48.17%
3-Year-1.63%21.26%
5-Year7.58%20.18%
10-Year7.80%14.07%
Last Bull Market19.59%27.14%
Last Bear Market-17.09%-21.26%

Annual Total Return (%) History

Year
ISTAXCategory
2024
N/AN/A
2023
11.83%N/A
2022
-18.34%N/A
2021
26.42%N/A
2020
15.69%39.26%
2019
37.81%32.52%
2018
-16.91%-6.65%
2017
26.41%23.91%
2016
10.55%6.03%
2015
-8.00%-0.95%
2014
6.77%7.00%
2013
31.78%34.93%
2012
12.32%14.07%
2011
1.21%-3.96%
2010
2.98%24.61%
2009
14.99%39.11%
2008
-40.03%-43.77%
2007
8.86%15.09%
2006
N/A9.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.71%N/AN/AN/A
2023-0.37%6.51%-1.43%6.91%
2022-8.99%-17.09%0.41%7.78%
202111.57%7.84%-2.02%7.24%
2020-28.55%22.77%10.34%19.52%
201918.72%3.75%0.31%11.54%
20181.53%0.35%0.50%-18.84%
20179.45%3.75%5.97%5.06%
2016-4.48%-1.95%6.01%11.34%
20153.22%-1.95%-10.98%2.12%
2014-1.07%1.47%-3.75%10.51%
20139.77%1.68%8.69%8.63%
201215.66%-7.15%5.92%-1.26%
20116.92%0.53%-14.37%9.97%
2010-0.58%-9.42%8.28%5.61%
2009-11.92%12.47%10.62%4.94%
2008-12.99%-2.96%-11.16%-20.05%
20072.63%8.13%-1.08%-0.83%
2006-2.22%4.70%N/AN/A

Rank In Category (By Total Return)

YTD85
1-Month45
3-Month87
1-Year87
3-Year49
5-Year68

Load Adjusted Returns

1-Year10.06%
3-Year-1.63%
5-Year7.58%
10-Year7.80%