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Ivy Funds - Ivy Managed International Opportunities Fund (IVTBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.360.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return7.80%
5-year average return2.45%
Number of years up8
Number of years down5
Best 1-yr total return (3 Feb 2019)36.60%
Worst 1-yr total return (3 Feb 2019)-40.92%
Best 3-yr total return36.60%
Worst 3-yr total return-3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVTBXCategory
YTD7.01%9.07%
1-month-3.06%-1.09%
3-month-3.51%5.12%
1-year9.70%33.76%
3-year13.09%8.50%
5-year7.17%10.08%
10-year6.51%5.80%
Last bull market15.58%14.90%
Last bear market-25.13%-23.70%

Annual total return (%) history

Year
IVTBXCategory
2021
N/AN/A
2020
14.11%9.30%
2019
20.27%21.59%
2018
-17.30%-14.59%
2017
24.00%25.12%
2016
0.13%0.79%
2015
-2.79%-1.59%
2014
-1.06%-4.98%
2013
14.94%19.44%
2012
15.14%18.29%
2011
-15.92%-13.97%
2010
11.02%10.24%
2009
36.60%31.24%
2008
-40.92%-43.99%
2007
N/A12.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.45%5.67%-3.96%N/A
2020-26.28%21.09%8.38%17.94%
201910.26%1.31%-1.50%9.30%
2018-0.43%-3.01%-0.09%-14.29%
20178.04%4.73%5.63%3.75%
2016-3.75%-1.19%6.46%-1.11%
20154.45%1.55%-12.11%4.27%
2014-0.89%5.01%-4.39%-0.56%
20130.34%-2.94%7.92%9.36%
201211.27%-6.98%5.88%5.07%
20112.16%0.53%-21.83%4.73%
20100.24%-10.26%15.69%6.68%
2009-8.66%24.69%15.93%3.47%
2008-8.64%-3.69%-18.41%-17.71%
20074.57%0.47%N/AN/A

Rank in category (by total return)

YTD58
1-month67
3-month44
1-year58
3-year33
5-year62

Load adjusted returns

1-year26.79%
3-year11.69%
5-year8.96%
10-year6.36%