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Ivy Global Equity Income A (IBIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.38+0.07 (+0.75%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.54%
5-year average return8.47%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)23.12%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.12%
Worst 3-yr total return2.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBIAXCategory
YTD12.83%14.38%
1-month2.09%-1.21%
3-month3.92%5.03%
1-year12.98%39.50%
3-year6.52%9.11%
5-year8.42%10.10%
10-year6.23%7.90%
Last bull market20.80%15.53%
Last bear market-7.76%-17.52%

Annual total return (%) history

Year
IBIAXCategory
2024
N/AN/A
2023
14.50%N/A
2022
-11.42%N/A
2021
16.78%N/A
2020
3.58%2.50%
2019
23.12%20.73%
2018
-10.20%-10.41%
2017
18.65%18.90%
2016
4.61%9.24%
2015
-0.26%-3.06%
2014
2.94%3.61%
2013
21.49%25.36%
2012
N/A14.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.58%3.92%N/AN/A
202310.19%3.76%-8.67%9.64%
2022-7.69%-7.76%-10.92%16.79%
20217.25%3.10%-0.80%6.46%
2020-24.46%14.95%3.34%15.43%
201910.87%2.63%0.17%8.03%
2018-0.91%-0.89%2.95%-11.18%
20173.64%3.93%5.97%3.96%
2016-0.41%2.99%1.25%0.74%
20154.79%-1.76%-5.80%2.86%
20141.92%4.53%-3.30%-0.07%
20135.42%-0.11%8.68%6.15%
20126.11%2.82%N/AN/A

Rank in category (by total return)

YTD1
1-month2
3-month3
1-year52
3-year25
5-year45

Load adjusted returns

1-year6.49%
3-year4.43%
5-year7.14%
10-year5.61%