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IVA Fiduciary Trust - IVA International Fund (IVIQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.630.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating
Year-to-date return6.72%
5-year average return3.24%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)19.70%
Worst 1-yr total return (3 Feb 2019)-12.93%
Best 3-yr total return19.70%
Worst 3-yr total return-1.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVIQXCategory
YTD4.08%9.07%
1-month0.96%-1.09%
3-month2.39%5.12%
1-year25.79%33.76%
3-year-0.27%8.50%
5-year2.33%10.08%
10-year4.13%5.80%
Last bull market5.96%14.90%
Last bear market-9.57%-23.70%

Annual total return (%) history

Year
IVIQXCategory
2021
N/AN/A
2020
-4.01%9.30%
2019
14.61%21.59%
2018
-12.93%-14.59%
2017
17.25%25.12%
2016
2.82%0.79%
2015
1.38%-1.59%
2014
1.41%-4.98%
2013
15.88%19.44%
2012
10.50%18.29%
2011
-1.77%-13.97%
2010
16.74%10.24%
2009
19.70%31.24%
2008
N/A-43.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.89%N/AN/AN/A
2020-22.97%9.97%2.45%10.61%
20197.55%2.13%-3.03%7.60%
2018-0.28%-2.25%-0.63%-10.10%
20176.34%3.87%3.61%2.45%
20160.71%0.38%3.62%-1.84%
20153.29%2.00%-5.08%1.38%
20142.03%2.50%-0.89%-2.16%
20135.52%0.12%5.89%3.58%
20126.15%-3.63%5.68%2.20%
20113.41%2.70%-8.93%1.57%
20104.08%-3.92%9.77%6.36%
2009-7.26%14.16%12.63%0.38%
20082.54%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month75
3-month71
1-year96
3-year100
5-year100

Load adjusted returns

1-year28.22%
3-year-0.39%
5-year3.36%
10-year4.04%