Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICNIX (ICON Core Equity I) | NA | -1.60% | 15.33% | -5.14% | 0.20% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 10/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICNIX (ICON Core Equity I) | 10/20/2000 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.60 | 15.33 | -5.14 | 0.20 | NA | NA | … | … | 6.62 | -3.25 | 12.43 | 17.95 | -48.48 | 11.93 | 7.36 | 9.59 | 15.79 | 32.86 | -24.06 | 2.78 | 15.95 |
| Sharpe Ratio | NA | -0.06 | 0.67 | -0.20 | -0.04 | NA | NA | … | … | 4.44 | -0.12 | 0.61 | 0.53 | -1.23 | 0.49 | 0.26 | 0.54 | 0.91 | 1.51 | -0.99 | 0.01 | 7.02 |
| Standard Deviation(%) | NA | 25.69 | 23.02 | 28.86 | 24.28 | NA | NA | … | … | 5.84 | 27.26 | 20.21 | 33.98 | 39.94 | 17.88 | 15.11 | 13.59 | 16.33 | 21.29 | 25.39 | 25.95 | 16.11 |
| Draw Down(%) | NA | 23.34 | 23.34 | 65.15 | 65.15 | NA | NA | … | … | 0.86 | 23.34 | 18.17 | 33.45 | 55.54 | 11.72 | 15.54 | 9.17 | 12.84 | 15.85 | 33.77 | 28.66 | 3.04 |
| Yield(%) | 0.00 | 0.30 | 1.11 | 2.08 | 2.54 | 2.15 | 1.61 | … | … | 0.00 | 0.32 | 0.50 | 1.91 | 0.00 | 9.10 | 7.27 | 4.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2012, Common starting date is 10/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICNIX (ICON Core Equity I) |
-23.61%
Feb 2006 – Feb 2009 |
-10.30%
Feb 2004 – Feb 2009 |
0.11%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICNIX (ICON Core Equity I) |
25.93%
Mar 2003 – Mar 2006 |
15.16%
Dec 2002 – Dec 2007 |
2.34%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart