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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.44%
5-year average return6.14%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)18.68%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return18.68%
Worst 3-yr total return2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIWGNXCategory
YTD5.64%8.60%
1-month0.72%0.11%
3-month0.33%4.82%
1-year10.71%25.33%
3-year1.43%8.02%
5-year6.21%8.06%
10-year3.27%6.03%
Last bull market17.00%13.54%
Last bear market-10.82%-13.20%

Annual total return (%) history

Year
IWGNXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20245.29%0.33%N/AN/A
20234.34%3.28%-3.59%8.70%
2022-5.95%-10.82%-5.94%8.63%
20213.60%5.54%-1.23%3.34%
2020-17.43%14.96%5.48%11.03%
20198.50%2.65%0.62%5.90%
2018-0.47%2.00%-8.51%N/A

Rank in category (by total return)

YTD35
1-month41
3-month58
1-year44
3-year48
5-year28

Load adjusted returns

1-year10.71%
3-year1.43%
5-year6.21%
10-year3.27%