Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOBIX (ICON Bond I) | NA | 1.59% | 7.28% | 4.59% | NA | NA | NA | … | … |
Data as of 03/06/2012, Common starting date is 10/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOBIX (ICON Bond I) | 10/14/2002 | 03/06/2012 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.59 | 7.28 | 4.59 | NA | NA | NA | … | … | 0.50 | 2.38 | 3.89 | 15.54 | -3.12 | 6.01 | 4.12 | -0.14 | 3.77 | 9.79 | 0.50 |
| Sharpe Ratio | NA | 0.42 | 1.92 | 0.97 | NA | NA | NA | … | … | 2.76 | 0.57 | 0.96 | 4.43 | -0.78 | 0.99 | 0.39 | -0.65 | 0.55 | 1.90 | 0.26 |
| Standard Deviation(%) | NA | 3.79 | 3.75 | 3.99 | NA | NA | NA | … | … | 1.03 | 4.11 | 3.94 | 3.49 | 5.14 | 3.03 | 2.14 | 3.54 | 5.10 | 4.78 | 5.58 |
| Draw Down(%) | NA | 4.96 | 5.37 | 8.83 | NA | NA | NA | … | … | 0.20 | 4.96 | 5.37 | 3.29 | 8.83 | 1.43 | 0.79 | 3.91 | 6.50 | 6.40 | 2.00 |
| Yield(%) | 0.00 | 4.92 | 5.84 | 4.98 | 4.33 | 2.89 | 2.16 | … | … | 0.00 | 5.65 | 6.31 | 4.81 | 4.06 | 4.73 | 4.30 | 3.89 | 4.45 | 4.26 | 0.00 |
Data as of 03/06/2012, Common starting date is 10/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOBIX (ICON Bond I) |
1.40%
Oct 2005 – Oct 2008 |
1.64%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOBIX (ICON Bond I) |
8.31%
Oct 2008 – Oct 2011 |
6.06%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart