Singapore markets closed

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

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.780.00 (0.00%)
At close: 07:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return-0.54%
Number of years up3
Number of years down3
Best 1-yr total return (29 Aug 2023)24.22%
Worst 1-yr total return (29 Aug 2023)N/A
Best 3-yr total return24.22%
Worst 3-yr total return-6.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVJIXCategory
YTD-0.45%7.70%
1-month0.00%0.28%
3-month0.00%7.17%
1-year-0.45%42.00%
3-year-6.13%13.14%
5-year3.35%14.91%
10-year0.00%9.64%
Last bull market39.11%19.05%
Last bear market-20.59%-21.47%

Annual total return (%) history

Year
IVJIXCategory
2023
-0.45%N/A
2022
-25.61%N/A
2021
11.69%N/A
2020
14.74%28.40%
2019
24.22%27.78%
2018
-18.78%-18.34%
2017
N/A36.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.95%0.00%-3.30%0.00%
2022-10.47%-20.59%-8.86%14.81%
20216.87%6.69%0.43%-2.47%
2020-26.01%20.41%13.06%13.91%
20197.76%2.10%1.96%10.74%
20180.94%-1.01%-3.37%-15.89%
20178.41%7.75%5.99%N/A

Rank in category (by total return)

YTD99
1-month100
3-month100
1-year99
3-year71
5-year95

Load adjusted returns

1-year-0.45%
3-year-6.13%
5-year3.35%
10-yearN/A