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Ivy Accumulative N (IATNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.61+0.09 (+1.20%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-44.33%
5-year average return0.00%
Number of years up3
Number of years downN/A
Best 1-yr total return (4 Dec 2022)44.85%
Worst 1-yr total return (4 Dec 2022)N/A
Best 3-yr total return44.85%
Worst 3-yr total return28.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIATNXCategory
YTD-44.33%12.38%
1-month11.42%5.09%
3-month-1.04%10.28%
1-year-41.89%41.70%
3-year-2.50%22.56%
5-year0.00%21.98%
10-year0.00%15.99%
Last bull market35.06%25.99%
Last bear market-34.65%-17.29%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD97
1-month95
3-month94
1-year97
3-year99
5-year99

Load adjusted returns

1-year-44.38%
3-year-3.38%
5-year2.97%
10-year7.90%