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Ivy Balanced I (IYBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.32-0.09 (-0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.33%
5-year average return9.17%
Number of years up12
Number of years down4
Best 1-yr total return (27 Jun 2024)23.60%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return23.60%
Worst 3-yr total return3.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYBIXCategory
YTD7.56%9.69%
1-month3.86%0.91%
3-month2.82%5.21%
1-year19.61%27.06%
3-year3.79%11.00%
5-year9.92%10.26%
10-year7.08%8.34%
Last bull market21.26%15.58%
Last bear market-11.97%-12.16%

Annual total return (%) history

Year
IYBIXCategory
2024
N/AN/A
2023
16.51%N/A
2022
-15.94%N/A
2021
16.46%N/A
2020
14.63%11.72%
2019
22.42%19.23%
2018
-3.12%-5.76%
2017
11.66%13.21%
2016
2.23%7.34%
2015
-0.11%-1.93%
2014
7.52%6.21%
2013
23.60%16.48%
2012
11.78%11.72%
2011
2.97%-0.11%
2010
16.55%11.83%
2009
15.51%24.13%
2008
-19.14%-28.00%
2007
N/A5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.47%N/AN/AN/A
20234.66%4.69%-3.83%10.56%
2022-5.88%-11.97%-3.55%5.20%
20214.57%5.95%-1.15%6.34%
2020-16.26%15.72%5.78%11.84%
20199.43%3.12%1.42%6.97%
2018-0.46%2.23%4.75%-9.11%
20174.20%1.77%1.33%3.91%
2016-2.05%1.98%2.71%-0.37%
20152.66%-0.71%-6.46%4.76%
20140.95%4.47%-1.26%3.25%
20137.37%1.38%6.31%6.81%
20129.28%-2.25%4.70%-0.06%
20115.28%1.12%-10.86%8.51%
20106.17%-7.57%8.50%9.47%
2009-6.33%8.25%10.20%3.37%
2008-4.46%-0.85%-5.24%-9.92%
20076.45%0.53%N/AN/A

Rank in category (by total return)

YTD10
1-month13
3-month27
1-year9
3-year26
5-year11

Load adjusted returns

1-year19.61%
3-year3.79%
5-year9.92%
10-year7.08%