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Ivy Funds - Ivy Managed International Opportunities Fund (IVTNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.480.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.35%
5-year average return5.27%
Number of years up4
Number of years down2
Best 1-yr total return (18 Apr 2024)20.92%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return20.92%
Worst 3-yr total return-0.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVTNXCategory
YTD6.80%9.07%
1-month4.33%-1.09%
3-month6.80%5.12%
1-year12.39%33.76%
3-year0.27%8.50%
5-year6.00%10.08%
10-year4.54%5.80%
Last bull market33.14%14.90%
Last bear market-12.01%-23.70%

Annual total return (%) history

Year
IVTNXCategory
2024
N/AN/A
2023
13.24%N/A
2022
-19.09%N/A
2021
8.71%N/A
2020
14.69%9.30%
2019
20.92%21.59%
2018
-15.72%-14.59%
2017
N/A25.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.80%N/AN/AN/A
20237.60%2.32%-3.92%7.05%
2022-9.80%-12.01%-11.45%15.12%
20215.52%5.78%-3.67%1.10%
2020-25.17%20.43%8.32%17.48%
201910.22%1.56%-1.15%9.29%
2018-0.08%-2.60%0.17%-13.55%
20173.91%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month7
3-month14
1-year69
3-year89
5-year67

Load adjusted returns

1-year12.39%
3-year0.27%
5-year6.00%
10-year4.54%