Icon Bond Fund Technical Analysis
| IOBZX Fund | USD 8.49 -0.02 -0.24% |
As of the 20th of March, Icon Bond trades at 8.49 per share. Key technical indicators include Risk Adjusted Performance of 0.0027, market risk adjusted performance of -0.0034, and Downside Deviation of 0.2061. The technical model evaluates historical price movement, trading volume, and volatility patterns to quantify trend strength. Current values are evaluated relative to sector peers and historical ranges.
Icon Bond Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Icon, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to IconIcon |
What if' Analysis
Historical what-if analysis for Icon Bond Fund is useful because it converts abstract timing questions into a structured review of past performance under changing entry and holding periods. The real value is perspective: it shows whether the thesis would have remained investable across different historical windows or depended too heavily on one favorable stretch.
| 12/20/2025 |
| 03/20/2026 |
An initial 0.00 allocation to Icon Bond on December 20, 2025 held through today would generate 0.00 in overall return. The change equals a 0.0% cumulative return in Icon Bond in aggregate over a 90 day window. All data reflects available market observations. The data shown is informational and should not be interpreted as guidance. Icon Bond is related to or competes with VANGUARD FINANCIALS, Fidelity Advisor, MESIROW FINANCIAL, Financial Services, and John Hancock. This provides context for relative positioning. Peer classification reflects similarities in sector, size, or operational focus. Reported data is organized for reference and does not imply a course of action. The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in a broad... More
Icon Bond Upside and Downside Indicators Summary
These indicators describe how Icon Bond momentum evolves across recent price ranges. This view helps summarize momentum conditions without implying direction.
| Downside Deviation | 0.2061 | |||
| Information Ratio | 0.7818 | |||
| Maximum Drawdown | 0.4709 | |||
| Value At Risk | -0.23 | |||
| Potential Upside | 0.1182 |
Icon Bond Market Risk Indicators Snapshot
Return variability and drawdown behavior for Icon Bond are summarized through these risk indicators. The metrics rely on historical prices to describe variability over time.| Risk Adjusted Performance | 0.0027 | |||
| Jensen Alpha | 0.0053 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | 0.4077 | |||
| Treynor Ratio | -0.01 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Icon Bond's price to converge to an average value over time is called mean reversion.
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 | 0.0027 | |||
| Market Risk Adjusted Performance | -0.0034 | |||
| Mean Deviation | 0.0726 | |||
| Semi Deviation | 0.0211 | |||
| Downside Deviation | 0.2061 | |||
| Coefficient Of Variation | 1193.34 | |||
| Standard Deviation | 0.1075 | |||
| Variance | 0.0116 | |||
| Information Ratio | 0.7818 | |||
| Jensen Alpha | 0.0053 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | 0.4077 | |||
| Treynor Ratio | -0.01 | |||
| Maximum Drawdown | 0.4709 | |||
| Value At Risk | -0.23 | |||
| Potential Upside | 0.1182 | |||
| Downside Variance | 0.0425 | |||
| Semi Variance | 4.0E-4 | |||
| Expected Short fall | -0.12 | |||
| Skewness | -1.01 | |||
| Kurtosis | 1.62 |
Icon Bond Fund Backtested Returns
Icon Bond appears to exhibit a very low volatility profile over the selected 3 months investment horizon. It maintains a Sharpe Ratio (Efficiency) of 0.0709, representing adjusted performance consistency. We identified twenty-seven technical indicators influencing the company's volatility profile. Please review metrics such as risk-adjusted performance of 0.0027, market risk-adjusted performance of -0.0034, and Downside Deviation of 0.2061 to confirm whether our risk estimates align with your expectations. The fund has a beta of 0.0742, which means relatively modest fluctuations relative to the market. As returns on the market increase, Icon Bond's returns are expected to increase less than the market. However, during a bear market, the loss from holding Icon Bond is expected to be smaller as well.
Auto-correlation | -0.44 |
Modest reverse predictability
Icon Bond Fund shows modest reverse predictability when comparing price series from 20th of December 2025 to 3rd of February 2026 against from 3rd of February 2026 to 20th of March 2026. A strong serial relationship would imply that Icon Bond's recent trajectory contains information about its near-term direction. With a serial correlation of -0.44, just about 44.0% of Icon Bond's price variation is attributable to patterns in preceding intervals. Given that Icon Bond Fund has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.44 | |
| Spearman Rank Test | -0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
This technical view for Icon Bond centers on price movement and volume signals. Common inputs include moving averages, RSI, and price-based signals.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Icon Bond Fund volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of Icon Bond focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Trend persistence provides context for directional stability. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Unless otherwise specified, data for Icon Bond Fund is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardIcon Bond Technical Indicators
A technical review of Icon Bond Fund can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. This is most useful when investors want to compare trend quality, momentum, and mean-reversion risk before acting.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0027 | |||
| Market Risk Adjusted Performance | -0.0034 | |||
| Mean Deviation | 0.0726 | |||
| Semi Deviation | 0.0211 | |||
| Downside Deviation | 0.2061 | |||
| Coefficient Of Variation | 1193.34 | |||
| Standard Deviation | 0.1075 | |||
| Variance | 0.0116 | |||
| Information Ratio | 0.7818 | |||
| Jensen Alpha | 0.0053 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | 0.4077 | |||
| Treynor Ratio | -0.01 | |||
| Maximum Drawdown | 0.4709 | |||
| Value At Risk | -0.23 | |||
| Potential Upside | 0.1182 | |||
| Downside Variance | 0.0425 | |||
| Semi Variance | 4.0E-4 | |||
| Expected Short fall | -0.12 | |||
| Skewness | -1.01 | |||
| Kurtosis | 1.62 |
March 20, 2026 Daily Trend Indicators
A technical review of Icon Bond Fund can improve timing discipline by comparing momentum, reversal risk, and confirmation signals across several time horizons. This is most useful when investors want to compare trend quality, momentum, and mean-reversion risk before acting.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | 0.00 | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 8.49 | ||
| Day Typical Price | 8.49 | ||
| Price Action Indicator | -0.01 |