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Ivy Global Equity Income R (IYGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.41+0.06 (+0.64%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.03%
5-year average return8.37%
Number of years up8
Number of years down3
Best 1-yr total return (4 Jul 2024)22.76%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return22.76%
Worst 3-yr total return2.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYGEXCategory
YTD12.71%14.38%
1-month2.16%-1.21%
3-month3.87%5.03%
1-year12.80%39.50%
3-year6.23%9.11%
5-year8.10%10.10%
10-year5.94%7.90%
Last bull market20.60%15.53%
Last bear market-7.81%-17.52%

Annual total return (%) history

Year
IYGEXCategory
2024
N/AN/A
2023
14.19%N/A
2022
-11.65%N/A
2021
16.40%N/A
2020
3.24%2.50%
2019
22.76%20.73%
2018
-10.44%-10.41%
2017
18.33%18.90%
2016
4.34%9.24%
2015
-0.52%-3.06%
2014
2.65%3.61%
2013
21.12%25.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.51%3.87%N/AN/A
202310.01%3.72%-8.62%9.52%
2022-7.76%-7.81%-11.05%16.81%
20217.17%3.03%-0.88%6.36%
2020-24.52%14.76%3.25%15.44%
201910.78%2.56%0.09%7.95%
2018-1.00%-1.01%2.95%-11.23%
20173.49%3.86%5.98%3.88%
2016-0.56%2.99%1.19%0.68%
20154.64%-1.75%-5.86%2.79%
20141.84%4.48%-3.45%-0.07%
20135.33%-0.21%8.66%6.04%

Rank in category (by total return)

YTD2
1-month1
3-month3
1-year52
3-year33
5-year48

Load adjusted returns

1-year12.80%
3-year6.23%
5-year8.10%
10-year5.94%