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Ivy Core Equity I (ICIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.98+0.12 (+0.55%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.73%
5-year average return15.72%
Number of years up12
Number of years down4
Best 1-yr total return (2 Jul 2024)32.69%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.69%
Worst 3-yr total return4.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnICIEXCategory
YTD16.28%5.31%
1-month2.31%-4.19%
3-month3.09%3.90%
1-year25.34%20.31%
3-year10.26%6.48%
5-year15.88%11.78%
10-year11.72%10.96%
Last bull market29.37%25.56%
Last bear market-15.25%-15.11%

Annual total return (%) history

Year
ICIEXCategory
2024
N/AN/A
2023
23.86%22.32%
2022
-17.22%-16.96%
2021
29.21%26.07%
2020
22.01%15.83%
2019
31.28%28.78%
2018
-4.34%-6.27%
2017
20.81%20.44%
2016
3.74%10.37%
2015
-0.43%-1.07%
2014
9.46%10.96%
2013
32.69%31.50%
2012
18.58%14.96%
2011
1.29%-1.27%
2010
20.79%14.01%
2009
23.82%28.17%
2008
-34.49%-37.79%
2007
N/A6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.80%3.09%N/AN/A
20236.25%8.15%-4.24%12.56%
2022-5.98%-15.25%-3.78%7.96%
20216.57%7.85%1.92%10.31%
2020-17.67%20.34%9.75%12.20%
201911.87%5.57%2.92%8.01%
20181.10%4.31%5.99%-14.42%
20174.75%1.53%6.82%6.34%
2016-1.89%1.42%4.49%-0.23%
20151.69%-0.57%-7.96%7.00%
20141.06%5.30%-0.06%2.93%
20138.86%1.98%8.72%9.94%
201214.15%-3.14%6.75%0.47%
20118.49%0.43%-16.62%11.49%
20107.06%-10.89%12.46%12.59%
2009-10.64%14.06%17.48%3.40%
2008-10.38%3.02%-10.85%-20.42%
20076.03%-0.52%N/AN/A

Rank in category (by total return)

YTD17
1-month64
3-month51
1-year23
3-year17
5-year8

Load adjusted returns

1-year25.34%
3-year10.26%
5-year15.88%
10-year11.72%