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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%)
As of 09:00PM EDT. Market open.

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 (Aug 29, 2023)23.65%
Worst 1 Yr Total Return (Aug 29, 2023)N/A
Best 3-Yr Total Return23.65%
Worst 3-Yr Total Return-6.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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