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

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.700.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.57%
5-year average return-0.91%
Number of years up3
Number of years down3
Best 1-yr total return (29 Aug 2023)23.65%
Worst 1-yr total return (29 Aug 2023)N/A
Best 3-yr total return23.65%
Worst 3-yr total return-6.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVJYXCategory
YTD-0.57%7.70%
1-month0.00%0.28%
3-month0.00%7.17%
1-year-0.57%42.00%
3-year-6.41%13.14%
5-year2.98%14.91%
10-year0.00%9.64%
Last bull market38.76%19.05%
Last bear market-20.60%-21.47%

Annual total return (%) history

Year
IVJYXCategory
2023
-0.57%N/A
2022
-25.91%N/A
2021
11.29%N/A
2020
14.29%28.40%
2019
23.65%27.78%
2018
-19.02%-18.34%
2017
N/A36.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.86%0.00%-3.33%0.00%
2022-10.58%-20.60%-9.00%14.66%
20216.82%6.65%0.31%-2.62%
2020-26.05%20.24%13.01%13.73%
20197.57%2.01%1.88%10.60%
20180.94%-1.09%-3.53%-15.92%
20178.21%7.68%5.88%N/A

Rank in category (by total return)

YTD100
1-month100
3-month100
1-year100
3-year78
5-year97

Load adjusted returns

1-year-0.57%
3-year-6.41%
5-year2.98%
10-yearN/A