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

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.770.00 (0.00%)
At close: 07:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return-0.56%
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-6.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVJRXCategory
YTD-0.45%7.70%
1-month0.00%0.28%
3-month0.00%7.17%
1-year-0.45%42.00%
3-year-6.14%13.14%
5-year3.33%14.91%
10-year0.00%9.64%
Last bull market39.23%19.05%
Last bear market-20.61%-21.47%

Annual total return (%) history

Year
IVJRXCategory
2023
-0.45%N/A
2022
-25.63%N/A
2021
11.70%N/A
2020
14.66%28.40%
2019
24.22%27.78%
2018
-18.73%-18.34%
2017
N/A36.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.95%0.11%-3.41%0.00%
2022-10.48%-20.61%-8.76%14.69%
20216.87%6.70%0.50%-2.53%
2020-26.01%20.31%13.07%13.92%
20197.66%2.19%1.96%10.74%
20181.02%-1.01%-3.45%-15.83%
20178.41%7.75%5.93%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-6.14%
5-year3.33%
10-yearN/A