UK markets closed

Ivy Energy C (IEYCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.57-0.01 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.47%
5-year average return2.25%
Number of years up9
Number of years down8
Best 1-yr total return (4 Jul 2024)42.46%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return42.46%
Worst 3-yr total return-25.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIEYCXCategory
YTD-0.12%43.81%
1-month-5.96%4.88%
3-month0.47%13.10%
1-year-1.95%70.12%
3-year11.59%-11.73%
5-year1.71%-4.80%
10-year-6.52%-6.23%
Last bull market10.48%22.50%
Last bear market-5.97%-32.25%

Annual total return (%) history

Year
IEYCXCategory
2024
N/AN/A
2023
-4.74%N/A
2022
40.12%N/A
2021
42.46%N/A
2020
-39.22%-24.54%
2019
3.48%7.25%
2018
-35.01%-27.27%
2017
-13.65%-4.84%
2016
33.43%29.22%
2015
-23.62%-27.39%
2014
-11.20%-16.65%
2013
26.33%22.85%
2012
0.17%1.21%
2011
-10.39%-7.54%
2010
21.40%17.14%
2009
38.42%44.36%
2008
-47.02%-51.12%
2007
47.97%42.09%
2006
N/A12.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.59%0.47%N/AN/A
2023-0.77%-2.21%-6.57%5.07%
202235.16%-5.97%-2.28%12.82%
202121.89%12.15%-3.61%8.12%
2020-61.63%33.33%-14.14%38.36%
201916.31%-5.63%-14.37%10.10%
2018-6.95%10.92%1.43%-37.93%
2017-7.05%-18.40%5.54%7.87%
20160.90%14.29%7.90%7.24%
20151.22%-1.28%-20.12%-4.31%
20145.57%12.80%-8.95%-18.10%
201312.61%-1.22%10.72%2.58%
20124.73%-12.47%9.18%0.09%
201112.55%-6.22%-27.86%17.69%
20101.12%-13.40%13.98%21.63%
2009-7.63%22.97%15.60%5.42%
2008-7.13%23.03%-33.41%-30.36%
20074.46%15.24%9.44%12.32%
2006-9.43%6.94%N/AN/A

Rank in category (by total return)

YTD89
1-month91
3-month21
1-year89
3-year85
5-year92

Load adjusted returns

1-year-2.91%
3-year11.59%
5-year1.71%
10-year-6.52%