Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICTZX (ICON TELECOMMUNICATION & UTILITIES FUND CLASS C) | NA | -9.37% | 7.81% | 6.27% | 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 |
|---|---|---|
| ICTZX (ICON TELECOMMUNICATION & UTILITIES 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 | -9.37 | 7.81 | 6.27 | NA | NA | NA | … | … | -10.41 | 19.89 | 11.13 | -1.06 | 5.41 | 1.62 |
| Sharpe Ratio | NA | -0.76 | 0.47 | 0.32 | NA | NA | NA | … | … | -0.76 | 1.58 | 0.89 | -0.12 | 0.29 | 0.64 |
| Standard Deviation(%) | NA | 13.82 | 13.01 | 13.91 | NA | NA | NA | … | … | 13.72 | 12.61 | 12.46 | 9.56 | 18.86 | 10.27 |
| Draw Down(%) | NA | 17.05 | 17.78 | 17.78 | NA | NA | NA | … | … | 17.05 | 8.54 | 10.84 | 9.05 | 16.12 | 3.72 |
| Yield(%) | 0.00 | 1.38 | 2.14 | 1.98 | 1.01 | 0.67 | 0.50 | … | … | 1.05 | 2.19 | 1.94 | 1.73 | 2.08 | 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 |
|---|---|---|---|---|
| ICTZX (ICON TELECOMMUNICATION & UTILITIES FUND CLASS C) |
6.42%
Jun 2012 – Jun 2015 |
6.55%
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 |
|---|---|---|---|---|
| ICTZX (ICON TELECOMMUNICATION & UTILITIES FUND CLASS C) |
13.20%
Jan 2012 – Jan 2015 |
6.55%
Nov 2010 – Nov 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart