Icon Equity Income Fund Market Value
| IOEZX Fund | USD 18.96 0.01 0.05% |
| Symbol | Icon |
Icon Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Icon Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Icon Equity.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Icon Equity on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Icon Equity Income or generate 0.0% return on investment in Icon Equity over 90 days. Icon Equity is related to or competes with Ambrus Core, Flexible Bond, Ab Bond, Versatile Bond, Barings Us, Gmo High, and Franklin High. The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity ... More
Icon Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Icon Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Icon Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5591 | |||
| Information Ratio | 0.1409 | |||
| Maximum Drawdown | 2.81 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 1.44 |
Icon Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Icon Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Icon Equity's standard deviation. In reality, there are many statistical measures that can use Icon Equity historical prices to predict the future Icon Equity's volatility.| Risk Adjusted Performance | 0.1636 | |||
| Jensen Alpha | 0.1138 | |||
| Total Risk Alpha | 0.1022 | |||
| Sortino Ratio | 0.1828 | |||
| Treynor Ratio | 0.1982 |
Icon Equity January 31, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1636 | |||
| Market Risk Adjusted Performance | 0.2082 | |||
| Mean Deviation | 0.6039 | |||
| Semi Deviation | 0.3148 | |||
| Downside Deviation | 0.5591 | |||
| Coefficient Of Variation | 443.7 | |||
| Standard Deviation | 0.7255 | |||
| Variance | 0.5263 | |||
| Information Ratio | 0.1409 | |||
| Jensen Alpha | 0.1138 | |||
| Total Risk Alpha | 0.1022 | |||
| Sortino Ratio | 0.1828 | |||
| Treynor Ratio | 0.1982 | |||
| Maximum Drawdown | 2.81 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 1.44 | |||
| Downside Variance | 0.3126 | |||
| Semi Variance | 0.0991 | |||
| Expected Short fall | (0.76) | |||
| Skewness | 0.4631 | |||
| Kurtosis | (0.52) |
Icon Equity Income Backtested Returns
At this stage we consider Icon Mutual Fund to be very steady. Icon Equity Income holds Efficiency (Sharpe) Ratio of 0.25, which attests that the entity had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Icon Equity Income, which you can use to evaluate the volatility of the entity. Please check out Icon Equity's Market Risk Adjusted Performance of 0.2082, downside deviation of 0.5591, and Risk Adjusted Performance of 0.1636 to validate if the risk estimate we provide is consistent with the expected return of 0.19%. The fund retains a Market Volatility (i.e., Beta) of 0.77, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Icon Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Icon Equity is expected to be smaller as well.
Auto-correlation | 0.77 |
Good predictability
Icon Equity Income has good predictability. Overlapping area represents the amount of predictability between Icon Equity time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Icon Equity Income price movement. The serial correlation of 0.77 indicates that around 77.0% of current Icon Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.77 | |
| Spearman Rank Test | 0.8 | |
| Residual Average | 0.0 | |
| Price Variance | 0.18 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Icon Mutual Fund
Icon Equity financial ratios help investors to determine whether Icon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Icon with respect to the benefits of owning Icon Equity security.
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