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Money
What a Labour government needs to do for pensions and work in the first 100 days
The next government should hit the ground running — here is what should be on the to-do list
Ivy Wilshire Global Allocation N (IWGNX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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7.98
+0.04
(+0.50%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.44%
5-year average return
6.14%
Number of years up
4
Number of years down
1
Best 1-yr total return (2 Jul 2024)
18.68%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
18.68%
Worst 3-yr total return
2.06%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
IWGNX
Category
YTD
5.64%
8.60%
1-month
0.72%
0.11%
3-month
0.33%
4.82%
1-year
10.71%
25.33%
3-year
1.43%
8.02%
5-year
6.21%
8.06%
10-year
3.27%
6.03%
Last bull market
17.00%
13.54%
Last bear market
-10.82%
-13.20%
Annual total return (%) history
Year
IWGNX
Category
2024
N/A
N/A
2023
12.93%
N/A
2022
-14.29%
N/A
2021
11.59%
N/A
2020
11.16%
6.18%
2019
18.68%
16.10%
2018
N/A
-8.26%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.29%
0.33%
N/A
N/A
2023
4.34%
3.28%
-3.59%
8.70%
2022
-5.95%
-10.82%
-5.94%
8.63%
2021
3.60%
5.54%
-1.23%
3.34%
2020
-17.43%
14.96%
5.48%
11.03%
2019
8.50%
2.65%
0.62%
5.90%
2018
-0.47%
2.00%
-8.51%
N/A
Rank in category (by total return)
YTD
35
1-month
41
3-month
58
1-year
44
3-year
48
5-year
28
Load adjusted returns
1-year
10.71%
3-year
1.43%
5-year
6.21%
10-year
3.27%
Data disclaimer
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