UK markets close in 3 hours 44 minutes

Ivy Energy B (IEYBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
6.51+0.05 (+0.77%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return17.37%
5-year average return-9.19%
Number of years up6
Number of years down7
Best 1-yr total return (3 Feb 2019)47.92%
Worst 1-yr total return (3 Feb 2019)-47.08%
Best 3-yr total return47.92%
Worst 3-yr total return-25.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIEYBXCategory
YTD42.76%43.81%
1-month-2.54%4.88%
3-month19.01%13.10%
1-year38.81%70.12%
3-year-7.11%-11.73%
5-year-7.42%-4.80%
10-year-5.84%-6.23%
Last bull market22.63%22.50%
Last bear market-31.88%-32.25%

Annual total return (%) history

Year
IEYBXCategory
2021
N/AN/A
2020
-39.26%-24.54%
2019
3.42%7.25%
2018
-35.14%-27.27%
2017
-13.84%-4.84%
2016
33.20%29.22%
2015
-23.82%-27.39%
2014
-11.35%-16.65%
2013
26.00%22.85%
2012
0.00%1.21%
2011
-10.54%-7.54%
2010
21.13%17.14%
2009
38.13%44.36%
2008
-47.08%-51.12%
2007
47.92%42.09%
2006
N/A12.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202121.49%12.27%-3.54%N/A
2020-61.64%33.10%-14.25%38.74%
201916.42%-5.76%-14.46%10.20%
2018-6.92%10.77%1.46%-38.00%
2017-7.11%-18.44%5.55%7.74%
20160.81%14.24%7.87%7.21%
20151.16%-1.38%-20.14%-4.38%
20145.57%12.70%-9.02%-18.11%
201312.48%-1.23%10.69%2.47%
20124.77%-12.49%9.07%0.00%
201112.56%-6.27%-27.92%17.64%
20101.13%-13.46%13.84%21.58%
2009-7.65%23.03%15.41%5.34%
2008-7.21%23.00%-33.43%-30.35%
20074.47%15.26%9.36%12.34%
2006-9.33%6.72%N/AN/A

Rank in category (by total return)

YTD57
1-month8
3-month45
1-year58
3-year79
5-year79

Load adjusted returns

1-year105.82%
3-year-12.82%
5-year-10.51%
10-year-5.39%