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Ivy Managed Intl Opportunities C (IVTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.470.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.56%
5-year average return4.19%
Number of years up10
Number of years down6
Best 1-yr total return (18 Apr 2024)36.93%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return36.93%
Worst 3-yr total return-1.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVTCXCategory
YTD6.09%9.07%
1-month3.83%-1.09%
3-month6.09%5.12%
1-year10.75%33.76%
3-year-1.01%8.50%
5-year4.96%10.08%
10-year3.46%5.80%
Last bull market33.31%14.90%
Last bear market-12.19%-23.70%

Annual total return (%) history

Year
IVTCXCategory
2024
N/AN/A
2023
12.02%N/A
2022
-20.22%N/A
2021
7.87%N/A
2020
14.05%9.30%
2019
20.39%21.59%
2018
-17.18%-14.59%
2017
24.03%25.12%
2016
0.32%0.79%
2015
-2.69%-1.59%
2014
-1.00%-4.98%
2013
15.00%19.44%
2012
15.18%18.29%
2011
-15.84%-13.97%
2010
11.05%10.24%
2009
36.93%31.24%
2008
-40.95%-43.99%
2007
N/A12.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.09%N/AN/AN/A
20237.31%2.01%-4.05%6.65%
2022-10.29%-12.19%-11.71%14.71%
20215.44%5.65%-3.95%0.82%
2020-26.18%20.98%8.34%17.87%
201910.22%1.41%-1.49%9.34%
2018-0.43%-2.92%-0.09%-14.25%
20178.01%4.82%5.61%3.73%
2016-3.63%-1.19%6.43%-1.02%
20154.54%1.54%-12.07%4.25%
2014-0.79%4.99%-4.37%-0.61%
20130.45%-3.04%8.01%9.31%
201211.24%-6.85%5.74%5.13%
20112.04%0.63%-21.78%4.78%
20100.24%-10.24%15.65%6.72%
2009-8.66%24.69%16.07%3.58%
2008-8.73%-3.69%-18.41%-17.68%
20074.47%0.63%N/AN/A

Rank in category (by total return)

YTD26
1-month19
3-month26
1-year80
3-year94
5-year86

Load adjusted returns

1-year9.75%
3-year-1.01%
5-year4.96%
10-year3.46%