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Ivy Wilshire Global Allocation B (IWGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.03+0.02 (+0.22%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return5.84%
5-year average return-0.93%
Number of years up14
Number of years down7
Best 1-yr total return (3 Feb 2019)42.39%
Worst 1-yr total return (3 Feb 2019)-26.53%
Best 3-yr total return42.39%
Worst 3-yr total return-6.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIWGBXCategory
YTD9.19%8.60%
1-month-0.99%0.11%
3-month-0.22%4.82%
1-year10.51%25.33%
3-year11.35%8.02%
5-year5.72%8.06%
10-year5.43%6.03%
Last bull market21.67%13.54%
Last bear market-22.52%-13.20%

Annual total return (%) history

Year
IWGBXCategory
2021
N/AN/A
2020
9.73%6.18%
2019
17.05%16.10%
2018
-8.53%-8.26%
2017
14.67%14.79%
2016
-3.73%6.04%
2015
-9.11%-4.15%
2014
-6.21%1.54%
2013
23.98%10.07%
2012
17.78%10.74%
2011
-9.11%-3.99%
2010
7.89%10.58%
2009
23.83%24.37%
2008
-26.53%-28.98%
2007
42.39%11.39%
2006
19.08%16.61%
2005
22.65%6.56%
2004
12.04%15.24%
2003
10.10%25.32%
2002
2.21%-2.16%
2001
-11.33%-3.23%
2000
20.28%0.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.26%5.15%-1.56%N/A
2020-17.75%14.65%5.08%10.74%
20198.18%2.29%0.26%5.50%
2018-0.50%-0.75%1.51%-8.76%
20175.21%2.41%3.35%2.98%
2016-4.11%0.94%1.20%-1.71%
20151.29%-1.73%-10.92%2.50%
2014-1.57%0.27%-4.42%-0.56%
20134.35%-1.09%9.74%9.46%
201213.66%-7.23%6.88%4.51%
20113.84%2.53%-19.57%6.14%
20100.24%-8.48%9.91%7.00%
20093.07%2.84%13.24%3.17%
2008-1.75%1.54%-18.65%-9.48%
20073.22%8.42%13.23%12.37%
200611.62%3.17%-2.40%5.96%
20052.11%0.52%15.42%3.53%
20043.06%-3.61%3.62%8.85%
2003-1.28%3.90%0.78%6.51%
20021.75%0.75%-1.44%1.15%
2001-7.62%-1.60%0.55%-2.99%
200014.79%-0.27%0.94%4.09%

Rank in category (by total return)

YTD43
1-month49
3-month35
1-year44
3-year40
5-year58

Load adjusted returns

1-year21.35%
3-year8.06%
5-year7.49%
10-year4.12%