Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICLCX (ICON CONSUMER STAPLES FUND CLASS C) | NA | -0.67% | 10.73% | 9.40% | NA | NA | NA | … | … |
Data as of 12/31/2015, Common starting date is 10/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICLCX (ICON CONSUMER STAPLES FUND CLASS C) | 10/01/2010 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.67 | 10.73 | 9.40 | NA | NA | NA | … | … | -0.67 | 13.90 | 20.02 | 9.61 | 5.30 | 8.26 |
| Sharpe Ratio | NA | -0.06 | 1.01 | 0.81 | NA | NA | NA | … | … | -0.06 | 1.46 | 1.82 | 1.06 | 0.34 | 4.03 |
| Standard Deviation(%) | NA | 11.19 | 10.60 | 11.53 | NA | NA | NA | … | … | 11.17 | 9.54 | 10.96 | 9.07 | 15.56 | 9.24 |
| Draw Down(%) | NA | 8.84 | 8.84 | 13.84 | NA | NA | NA | … | … | 8.84 | 7.71 | 6.60 | 6.18 | 13.84 | 2.42 |
| Yield(%) | 0.00 | 0.00 | 14.95 | 10.54 | 5.70 | 3.80 | 2.85 | … | … | 0.00 | 31.09 | 10.87 | 1.28 | 1.04 | 0.00 |
Data as of 12/31/2015, Common starting date is 10/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLCX (ICON CONSUMER STAPLES FUND CLASS C) |
9.10%
Feb 2011 – Feb 2014 |
10.03%
Nov 2010 – Nov 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLCX (ICON CONSUMER STAPLES FUND CLASS C) |
15.00%
Nov 2011 – Nov 2014 |
10.03%
Nov 2010 – Nov 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart