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Ivy Funds - Delaware Ivy International Small Cap Fund (IVJCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.480.00 (0.00%)
At close: 07:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.05%
5-year average return-1.67%
Number of years up3
Number of years down3
Best 1-yr total return (29 Aug 2023)22.82%
Worst 1-yr total return (29 Aug 2023)N/A
Best 3-yr total return22.82%
Worst 3-yr total return-7.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVJCXCategory
YTD-1.05%7.70%
1-month0.00%0.28%
3-month0.00%7.17%
1-year-1.05%42.00%
3-year-7.07%13.14%
5-year2.25%14.91%
10-year0.00%9.64%
Last bull market37.80%19.05%
Last bear market-20.78%-21.47%

Annual total return (%) history

Year
IVJCXCategory
2023
-1.05%N/A
2022
-26.45%N/A
2021
10.29%N/A
2020
13.40%28.40%
2019
22.82%27.78%
2018
-19.64%-18.34%
2017
N/A36.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.68%-0.11%-3.53%0.00%
2022-10.70%-20.78%-9.14%14.42%
20216.59%6.38%0.13%-2.86%
2020-26.24%19.93%12.86%13.59%
20197.40%1.84%1.71%10.40%
20180.71%-1.25%-3.73%-16.06%
20178.13%7.43%5.67%N/A

Rank in category (by total return)

YTD100
1-month100
3-month100
1-year100
3-year81
5-year98

Load adjusted returns

1-year-2.04%
3-year-7.07%
5-year2.25%
10-yearN/A