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Ivy Energy Y (IEYYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.65+0.02 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.69%
5-year average return3.08%
Number of years up9
Number of years down8
Best 1-yr total return (26 Jun 2024)43.32%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return43.32%
Worst 3-yr total return-25.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIEYYXCategory
YTD6.64%43.81%
1-month8.70%4.88%
3-month14.61%13.10%
1-year11.08%70.12%
3-year16.29%-11.73%
5-year5.73%-4.80%
10-year-4.56%-6.23%
Last bull market10.84%22.50%
Last bear market-5.89%-32.25%

Annual total return (%) history

Year
IEYYXCategory
2024
N/AN/A
2023
-4.06%N/A
2022
41.18%N/A
2021
43.32%N/A
2020
-38.71%-24.54%
2019
4.25%7.25%
2018
-34.47%-27.27%
2017
-12.98%-4.84%
2016
34.42%29.22%
2015
-23.00%-27.39%
2014
-10.54%-16.65%
2013
27.24%22.85%
2012
1.07%1.21%
2011
-9.72%-7.54%
2010
22.55%17.14%
2009
39.42%44.36%
2008
-46.51%-51.12%
2007
49.13%42.09%
2006
N/A12.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.32%N/AN/AN/A
2023-0.49%-2.18%-6.29%5.18%
202235.49%-5.89%-2.05%13.04%
202121.94%12.42%-3.40%8.23%
2020-61.54%33.64%-14.06%38.74%
201916.52%-5.53%-14.24%10.42%
2018-6.69%11.09%1.61%-37.79%
2017-6.90%-18.24%5.80%8.05%
20161.02%14.60%8.01%7.49%
20151.36%-1.06%-19.94%-4.09%
20145.75%12.99%-8.77%-17.94%
201312.68%-0.94%10.92%2.76%
20124.93%-12.22%9.37%0.33%
201112.76%-6.05%-27.73%17.93%
20101.45%-13.26%14.15%21.99%
2009-7.48%23.15%15.91%5.57%
2008-6.92%23.31%-33.31%-30.12%
20074.64%15.41%9.68%12.59%
2006-9.22%7.13%N/AN/A

Rank in category (by total return)

YTD79
1-month7
3-month12
1-year87
3-year76
5-year85

Load adjusted returns

1-year11.08%
3-year16.29%
5-year5.73%
10-year-4.56%