Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICLR (ICON Public Limited Company) | -16.15% | 9.45% | -11.30% | -7.07% | 8.27% | 12.90% | 13.01% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICLR (ICON Public Limited Company) | 05/15/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.70 | 9.45 | -11.30 | -7.07 | 8.27 | 12.90 | 13.01 | … | … | -16.15 | -12.81 | -25.00 | 45.72 | -37.28 | 58.84 | 13.21 | 33.29 | 15.21 | 49.14 | -3.22 | 52.38 | 26.15 | 45.61 | 62.24 | -21.87 | 0.78 | 10.36 | -36.34 | 64.08 | 83.28 | 7.16 | -11.95 | 62.02 | -9.73 | 74.07 | 0.74 | -49.25 | 31.70 |
| Sharpe Ratio | NA | 0.02 | -0.30 | -0.26 | 0.14 | NA | NA | … | … | -0.52 | -0.34 | -0.82 | 1.44 | -0.91 | 2.06 | 0.32 | 0.44 | -0.24 | 1.27 | -1.33 | 0.99 | 0.25 | 1.10 | 1.77 | -1.21 | -0.50 | -0.17 | -0.93 | 1.43 | 2.37 | -0.45 | -0.81 | 0.98 | -0.54 | 0.90 | -1.22 | -0.24 | 1.88 |
| Standard Deviation(%) | NA | 75.73 | 53.00 | 47.02 | 39.03 | NA | NA | … | … | 103.44 | 46.73 | 38.67 | 29.01 | 42.39 | 28.54 | 40.10 | 22.97 | 27.02 | 23.59 | 28.01 | 34.27 | 30.91 | 24.71 | 24.94 | 33.35 | 35.68 | 48.07 | 59.67 | 29.51 | 25.84 | 30.59 | 39.06 | 43.59 | 54.87 | 60.31 | 55.60 | 102.17 | 56.05 |
| Draw Down(%) | NA | 60.54 | 76.87 | 76.87 | 76.87 | NA | NA | … | … | 60.54 | 43.11 | 45.92 | 25.36 | 43.85 | 22.22 | 34.57 | 13.59 | 22.36 | 12.47 | 18.92 | 23.31 | 22.96 | 15.12 | 8.45 | 41.67 | 35.91 | 41.32 | 63.70 | 11.81 | 13.39 | 26.02 | 31.91 | 34.90 | 55.38 | 38.57 | 42.37 | 64.18 | 28.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLR (ICON Public Limited Company) |
-25.09%
Sep 2008 – Sep 2011 |
-11.42%
Apr 2021 – Apr 2026 |
3.95%
Mar 2016 – Mar 2026 |
10.84%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLR (ICON Public Limited Company) |
67.03%
May 2005 – May 2008 |
40.93%
Apr 2003 – Apr 2008 |
33.59%
Dec 2011 – Dec 2021 |
22.98%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison Chart