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Ivy Global Equity Income B (IBIBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.20+0.06 (+0.42%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return6.23%
5-year average return4.29%
Number of years up6
Number of years down2
Best 1-yr total return (3 Feb 2019)22.29%
Worst 1-yr total return (3 Feb 2019)-10.84%
Best 3-yr total return22.29%
Worst 3-yr total return1.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBIBXCategory
YTD12.47%14.38%
1-month-1.87%-1.21%
3-month1.11%5.03%
1-year13.36%39.50%
3-year11.44%9.11%
5-year7.63%10.10%
10-year0.00%7.90%
Last bull market0.00%15.53%
Last bear market0.00%-17.52%

Annual total return (%) history

Year
IBIBXCategory
2021
N/AN/A
2020
2.91%2.50%
2019
22.29%20.73%
2018
-10.84%-10.41%
2017
17.82%18.90%
2016
3.93%9.24%
2015
-0.91%-3.06%
2014
2.25%3.61%
2013
20.67%25.36%
2012
N/A14.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20217.00%2.93%-0.90%N/A
2020-24.57%14.64%3.17%15.35%
201910.70%2.53%-0.09%7.85%
2018-1.00%-1.14%2.77%-11.36%
20173.40%3.76%5.88%3.72%
2016-0.65%2.82%1.16%0.58%
20154.55%-1.85%-6.04%2.77%
20141.74%4.38%-3.55%-0.17%
20135.21%-0.29%8.53%5.98%
20125.89%2.70%N/AN/A

Rank in category (by total return)

YTD67
1-month32
3-month7
1-year52
3-year52
5-year65

Load adjusted returns

1-year31.16%
3-year10.14%
5-year8.73%
10-yearN/A