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Ivy Mid Cap Income Opportunities Y (IVOYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.21+0.06 (+0.31%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.12%
5-year average return9.05%
Number of years up6
Number of years down3
Best 1-yr total return (6 May 2024)26.34%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return26.34%
Worst 3-yr total return4.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVOYXCategory
YTD1.84%21.28%
1-month-5.01%-1.96%
3-month3.35%4.90%
1-year13.93%55.83%
3-year3.21%11.08%
5-year8.30%11.93%
10-year0.00%10.64%
Last bull market25.97%25.54%
Last bear market-12.20%-22.08%

Annual total return (%) history

Year
IVOYXCategory
2024
N/AN/A
2023
17.60%N/A
2022
-14.97%N/A
2021
25.33%N/A
2020
7.83%2.63%
2019
26.34%25.18%
2018
-4.54%-12.86%
2017
11.98%13.22%
2016
22.38%18.06%
2015
-3.54%-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.20%N/AN/AN/A
20234.88%4.66%-5.99%13.96%
2022-6.44%-12.20%-4.67%8.58%
202111.00%3.98%0.10%8.47%
2020-29.52%23.61%4.43%18.52%
201911.15%4.66%2.33%6.13%
20180.62%1.77%7.02%-12.89%
20172.43%0.02%2.97%6.15%
20167.05%5.67%2.04%6.02%
20153.30%-2.44%-7.14%3.07%

Rank in category (by total return)

YTD60
1-month42
3-month59
1-year54
3-year73
5-year54

Load adjusted returns

1-year13.93%
3-year3.21%
5-year8.30%
10-yearN/A