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Ivy Asset Strategy I (IVAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.58+0.04 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.94%
5-year average return8.96%
Number of years up9
Number of years down7
Best 1-yr total return (20 Jun 2024)24.59%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return24.59%
Worst 3-yr total return-6.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVAEXCategory
YTD9.07%8.60%
1-month3.62%0.11%
3-month3.36%4.82%
1-year22.57%25.33%
3-year4.70%8.02%
5-year9.75%8.06%
10-year5.13%6.03%
Last bull market20.44%13.54%
Last bear market-12.30%-13.20%

Annual total return (%) history

Year
IVAEXCategory
2024
N/AN/A
2023
15.84%N/A
2022
-13.20%N/A
2021
14.03%N/A
2020
13.75%6.18%
2019
22.08%16.10%
2018
-5.27%-8.26%
2017
18.76%14.79%
2016
-5.19%6.04%
2015
-8.21%-4.15%
2014
-4.79%1.54%
2013
24.59%10.07%
2012
19.60%10.74%
2011
-7.45%-3.99%
2010
10.00%10.58%
2009
24.09%24.37%
2008
-25.73%-28.98%
2007
N/A11.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.24%N/AN/AN/A
20234.07%3.52%-2.08%9.81%
2022-5.34%-12.30%-5.21%10.31%
20212.48%6.38%-0.57%5.21%
2020-19.70%17.96%7.38%11.83%
20199.46%5.28%-0.49%6.45%
20180.75%0.77%4.01%-10.29%
20175.42%2.48%5.11%4.58%
2016-5.01%0.71%0.33%-1.22%
20151.59%-1.45%-10.79%2.77%
2014-1.24%0.85%-4.17%-0.25%
20134.53%-0.92%9.70%9.66%
201214.34%-6.86%7.15%4.80%
20114.19%2.73%-19.21%7.03%
20100.67%-7.93%10.49%7.41%
20093.47%2.76%12.83%3.44%
2008-2.48%2.02%-18.20%-8.74%
200712.66%11.94%N/AN/A

Rank in category (by total return)

YTD4
1-month24
3-month44
1-year2
3-year7
5-year2

Load adjusted returns

1-year22.57%
3-year4.70%
5-year9.75%
10-year5.13%