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Ivy Energy R (IYEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.77+0.12 (+1.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.54%
5-year average return5.37%
Number of years up5
Number of years down6
Best 1-yr total return (30 May 2024)42.64%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return42.64%
Worst 3-yr total return-25.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYEFXCategory
YTD-1.96%43.81%
1-month-1.53%4.88%
3-month4.90%13.10%
1-year-5.22%70.12%
3-year15.95%-11.73%
5-year0.07%-4.80%
10-year-5.55%-6.23%
Last bull market10.62%22.50%
Last bear market-5.96%-32.25%

Annual total return (%) history

Year
IYEFXCategory
2024
N/AN/A
2023
-4.31%N/A
2022
40.90%N/A
2021
42.64%N/A
2020
-38.98%-24.54%
2019
3.87%7.25%
2018
-34.69%-27.27%
2017
-13.32%-4.84%
2016
33.99%29.22%
2015
-23.21%-27.39%
2014
-10.86%-16.65%
2013
26.80%22.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.44%N/AN/AN/A
2023-0.61%-2.16%-6.40%5.13%
202235.55%-5.96%-2.11%12.91%
202121.76%12.46%-3.50%7.95%
2020-61.58%33.44%-14.05%38.50%
201916.46%-5.57%-14.40%10.33%
2018-6.76%11.00%1.57%-37.88%
2017-6.98%-18.33%5.75%7.90%
20160.94%14.41%8.01%7.42%
20151.38%-1.22%-19.99%-4.16%
20145.69%12.91%-8.83%-18.06%
201312.62%-1.02%10.81%2.65%

Rank in category (by total return)

YTD89
1-month52
3-month83
1-year88
3-year84
5-year89

Load adjusted returns

1-year-5.22%
3-year15.95%
5-year0.07%
10-year-5.55%