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Ivy Accumulative B (IATBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.91-0.02 (-0.17%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return10.39%
5-year average return7.81%
Number of years up16
Number of years down5
Best 1-yr total return (3 Feb 2019)42.77%
Worst 1-yr total return (3 Feb 2019)-40.42%
Best 3-yr total return42.77%
Worst 3-yr total return-9.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIATBXCategory
YTD9.97%12.38%
1-month-4.49%5.09%
3-month-1.98%10.28%
1-year13.75%41.70%
3-year24.55%22.56%
5-year14.42%21.98%
10-year14.03%15.99%
Last bull market24.09%25.99%
Last bear market-18.11%-17.29%

Annual total return (%) history

Year
IATBXCategory
2021
N/AN/A
2020
42.77%35.86%
2019
29.53%31.90%
2018
-4.20%-2.09%
2017
13.86%27.67%
2016
1.80%3.23%
2015
2.31%3.60%
2014
12.29%10.00%
2013
31.77%33.92%
2012
10.50%15.34%
2011
-3.05%-2.46%
2010
14.64%15.53%
2009
23.92%35.68%
2008
-40.42%-40.67%
2007
12.74%13.35%
2006
11.59%7.05%
2005
9.48%6.71%
2004
6.10%7.81%
2003
18.26%28.66%
2002
-23.79%-27.64%
2001
-16.38%-22.30%
2000
18.92%-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20210.74%8.34%-0.85%N/A
2020-15.10%27.70%13.47%16.05%
201917.17%5.30%-3.63%8.94%
20180.36%4.71%6.92%-14.74%
20176.00%2.29%0.59%4.39%
2016-2.73%0.76%2.91%0.93%
20154.12%1.56%-8.31%5.52%
20141.44%5.58%-0.29%5.15%
20138.54%2.62%7.91%9.64%
201213.92%-6.70%5.49%-1.45%
20116.10%-1.23%-16.07%10.23%
20104.49%-12.90%12.80%11.67%
2009-9.90%15.56%12.67%5.62%
2008-10.32%2.05%-13.15%-25.04%
20071.52%8.46%5.53%-2.98%
20062.78%-2.41%2.93%8.08%
20050.68%1.34%5.14%2.05%
20040.00%0.36%-2.68%8.64%
2003-4.03%11.95%0.20%9.86%
2002-1.29%-9.51%-16.49%2.17%
2001-12.80%2.31%-12.62%7.25%
200011.29%-6.01%10.80%2.61%

Rank in category (by total return)

YTD87
1-month32
3-month81
1-year27
3-year49
5-year86

Load adjusted returns

1-year38.72%
3-year21.87%
5-year17.78%
10-year13.25%