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Ivy Mid Cap Growth N (IGRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.10+0.01 (+0.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.04%
5-year average return10.38%
Number of years up7
Number of years down2
Best 1-yr total return (24 Apr 2024)48.98%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return48.98%
Worst 3-yr total return-0.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIGRFXCategory
YTD7.12%10.80%
1-month2.52%4.43%
3-month7.12%7.00%
1-year15.82%48.17%
3-year0.94%21.26%
5-year12.27%20.18%
10-year11.51%14.07%
Last bull market40.54%27.14%
Last bear market-21.78%-21.26%

Annual total return (%) history

Year
IGRFXCategory
2024
N/AN/A
2023
20.35%N/A
2022
-30.45%N/A
2021
16.91%N/A
2020
48.98%39.26%
2019
38.56%32.52%
2018
0.36%-6.65%
2017
27.51%23.91%
2016
6.50%6.03%
2015
-5.62%-0.95%
2014
N/A7.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.12%N/AN/AN/A
202311.31%6.39%-11.08%14.29%
2022-14.16%-21.78%-2.37%6.10%
20211.92%9.29%0.00%4.95%
2020-18.36%37.19%10.74%20.12%
201921.33%4.94%0.31%8.50%
20184.79%6.49%8.66%-17.24%
20176.84%5.82%5.20%7.21%
2016-0.64%2.82%4.38%-0.13%
20154.03%-0.44%-11.62%3.12%
20146.36%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month53
3-month76
1-year87
3-year62
5-year23

Load adjusted returns

1-year15.82%
3-year0.94%
5-year12.27%
10-year11.51%