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IVA Fiduciary Trust - IVA International Fund (IVIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.79+0.19 (+1.25%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★
Year-to-date return6.66%
5-year average return2.97%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)19.35%
Worst 1-yr total return (3 Feb 2019)-13.15%
Best 3-yr total return19.35%
Worst 3-yr total return-1.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVIOXCategory
YTD4.02%9.07%
1-month0.89%-1.09%
3-month2.33%5.12%
1-year25.44%33.76%
3-year-0.52%8.50%
5-year2.06%10.08%
10-year3.87%5.80%
Last bull market5.89%14.90%
Last bear market-9.69%-23.70%

Annual total return (%) history

Year
IVIOXCategory
2021
N/AN/A
2020
-4.25%9.30%
2019
14.26%21.59%
2018
-13.15%-14.59%
2017
16.98%25.12%
2016
2.50%0.79%
2015
1.19%-1.59%
2014
1.15%-4.98%
2013
15.61%19.44%
2012
10.16%18.29%
2011
-1.96%-13.97%
2010
16.49%10.24%
2009
19.35%31.24%
2008
N/A-43.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.83%N/AN/AN/A
2020-23.00%9.90%2.38%10.51%
20197.42%2.13%-3.16%7.55%
2018-0.39%-2.25%-0.75%-10.12%
20176.28%3.76%3.62%2.38%
20160.58%0.32%3.56%-1.90%
20153.23%1.95%-5.15%1.37%
20141.91%2.50%-1.00%-2.19%
20135.46%0.12%5.78%3.51%
20126.09%-3.70%5.56%2.15%
20113.35%2.64%-9.01%1.57%
20104.08%-3.99%9.71%6.25%
2009-7.34%14.17%12.49%0.29%
20082.49%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month76
3-month72
1-year96
3-year100
5-year100

Load adjusted returns

1-year21.47%
3-year-2.32%
5-year2.05%
10-year3.25%