Icon Information Technology Fund Manager Performance Evaluation

ICTEX Fund  USD 15.55  -0.04  -0.26%   
The fund shows a Beta (market volatility) of 1.13, which alludes to a somewhat significant risk relative to the market. Returns on ICON INFORMATION closely shadow the overall market, offering near-index exposure without significant amplification or dampening.
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on Icon Information Technology rank lower than 1% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong technical and fundamental indicators, ICON INFORMATION is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date24th of January 2020
Expense Ratio1.2900
  

Relative Risk vs. Return Landscape

If you had invested $ 1,542 in Icon Information Technology on December 14, 2025 and sold it today you would have earned a total of $ 13.00 from holding Icon Information Technology or generated 0.84% return on investment over 90 days. Icon Information Technology is currently producing a 0.0219% return and carries 1.284% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than ICON, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It is most useful when expected return is read together with volatility rather than in isolation. Assuming a 90-day horizon ICON INFORMATION is expected to generate 1.62 times more return on investment than the market. However, the fund is 1.62 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Historical Prices of Icon Information

Below is the normalized historical share price chart for Icon Information Technology extending back to March 13, 1997. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of ICON INFORMATION stands at 15.55, as last reported on the 14th of March 2026, with the highest price reaching 15.55 and the lowest price hitting 15.55 during the day.
Macro event markers
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Investors have long observed that ICON Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
15.55 90 days 15.55
about 87.91
A normal distribution analysis suggests that the odds of ICON INFORMATION moving above the current price in 90 days from now are about 87.91 (The distribution above shows where ICON Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
Assuming a 90-day horizon the mutual fund has the beta coefficient of 1.13 . This usually indicates Icon Information Technology market returns are sensitive to returns on the market. As the market goes up or down, ICON INFORMATION is expected to follow. Additionally, Icon Information Technology has an alpha of 0.0218, implying that it can generate a 0.0218 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   ICON INFORMATION Price Density   
       Price  

Predictive Modules for ICON INFORMATION

Forecasting Icon Information involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.
Mean reversion in ICON INFORMATION's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
14.2615.5516.84
Details
Intrinsic
Valuation
LowRealHigh
14.3915.6816.97
Details
Naive
Forecast
LowNextHigh
14.3115.6116.90
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.5316.2717.02
Details
A rigorous investment case for ICON INFORMATION requires more than studying its own financials. Benchmarking ICON INFORMATION's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

Primary Risk Indicators

The mutual fund market has gone through extended periods of turbulence over the past two decades. ICON INFORMATION has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Icon Information Technology by monitoring ICON INFORMATION's fundamental risk indicators and maintaining appropriate hedges.
α
Alpha over Dow Jones
0.02
β
Beta against Dow Jones1.13
σ
Overall volatility
0.41
Ir
Information ratio 0.01

Investor Alerts and Insights

Setting up alerts on ICON INFORMATION ensures that material changes in technical or fundamental conditions are not missed. These notifications for Icon Information help investors make timely decisions in response to significant fund events.
Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - WSJ
The fund retains 99.53% of its assets under management (AUM) in equities

ICON INFORMATION Fundamentals Growth

ICON INFORMATION's fundamentals serve as the primary lens through which investors evaluate ICON Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward ICON Mutual Fund.

Performance Metrics & Calculation Methodology

ICON INFORMATION performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics.

This section for Icon Information Technology is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors