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IVA Fiduciary Trust - IVA Worldwide Fund (IVWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.14-0.25 (-1.45%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return6.49%
5-year average return4.08%
Number of years up8
Number of years down4
Best 1-yr total return (3 Feb 2019)23.03%
Worst 1-yr total return (3 Feb 2019)-7.55%
Best 3-yr total return23.03%
Worst 3-yr total return1.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVWAXCategory
YTD3.94%4.69%
1-month-1.66%2.16%
3-month2.15%4.69%
1-year24.59%57.22%
3-year2.26%11.58%
5-year3.43%12.57%
10-year4.34%9.03%
Last bull market8.81%18.98%
Last bear market-11.74%-19.69%

Annual total return (%) history

Year
IVWAXCategory
2021
N/AN/A
2020
-0.71%17.67%
2019
12.44%25.68%
2018
-7.55%-9.64%
2017
13.54%23.61%
2016
6.24%5.54%
2015
-2.47%-1.69%
2014
3.20%2.79%
2013
16.93%25.19%
2012
6.63%15.84%
2011
-2.22%-7.93%
2010
17.22%13.74%
2009
23.03%35.27%
2008
N/A-41.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.52%N/AN/AN/A
2020-19.15%8.31%2.47%10.65%
20196.23%2.07%-2.21%6.03%
2018-0.11%-1.27%1.93%-8.04%
20174.72%2.51%2.99%2.70%
20160.98%0.91%3.73%0.51%
20151.49%-0.90%-3.98%1.00%
20142.41%2.85%-1.23%-0.81%
20136.16%0.47%5.60%3.80%
20126.18%-4.66%4.05%1.22%
20113.35%1.22%-10.18%4.07%
20104.50%-4.24%9.12%7.35%
2009-4.88%14.53%11.94%0.89%
20082.82%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month54
3-month36
1-year95
3-year99
5-year99

Load adjusted returns

1-year23.10%
3-year1.18%
5-year4.33%
10-year4.01%