Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOEIX (SCM Trust – ICON Equity Income Fund) | NA | -1.20% | 25.94% | 0.59% | 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 |
|---|---|---|
| IOEIX (SCM Trust – ICON Equity Income Fund) | 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 | -1.20 | 25.94 | 0.59 | NA | NA | NA | … | … | 5.94 | -3.80 | 15.31 | 22.66 | -35.54 | 8.92 | 10.51 | 4.28 | 11.54 | 33.79 | 5.29 |
| Sharpe Ratio | NA | -0.09 | 1.31 | -0.01 | NA | NA | NA | … | … | 5.42 | -0.17 | 1.00 | 0.83 | -1.11 | 0.37 | 0.58 | 0.19 | 1.02 | 2.29 | 1.92 |
| Standard Deviation(%) | NA | 21.86 | 19.81 | 23.57 | NA | NA | NA | … | … | 7.22 | 22.28 | 15.24 | 27.34 | 32.86 | 15.80 | 12.26 | 10.90 | 10.36 | 14.42 | 13.69 |
| Draw Down(%) | NA | 19.97 | 19.97 | 56.23 | NA | NA | NA | … | … | 0.86 | 19.97 | 11.86 | 31.55 | 43.62 | 11.46 | 13.25 | 7.39 | 8.75 | 13.23 | 3.23 |
| Yield(%) | 0.00 | 1.49 | 5.25 | 4.57 | 6.28 | 4.18 | 3.14 | … | … | 0.00 | 1.52 | 3.04 | 5.63 | 2.88 | 12.96 | 6.73 | 9.20 | 2.69 | 2.20 | 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 |
|---|---|---|---|---|
| IOEIX (SCM Trust – ICON Equity Income Fund) |
-16.23%
Feb 2006 – Feb 2009 |
-6.87%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOEIX (SCM Trust – ICON Equity Income Fund) |
21.93%
Feb 2009 – Feb 2012 |
13.37%
Dec 2002 – Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart