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Ivy Value R (IYVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.84-0.16 (-0.94%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.49%
5-year average return8.73%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)34.06%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return34.06%
Worst 3-yr total return4.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYVLXCategory
YTD3.70%4.44%
1-month0.53%-4.04%
3-month0.41%4.09%
1-year13.05%14.37%
3-year3.42%6.04%
5-year10.16%9.20%
10-year7.08%8.57%
Last bull market19.79%22.97%
Last bear market-10.97%-11.27%

Annual total return (%) history

Year
IYVLXCategory
2024
N/AN/A
2023
4.97%11.63%
2022
-5.56%-5.90%
2021
31.01%26.22%
2020
1.10%2.91%
2019
25.78%25.04%
2018
-7.65%-8.53%
2017
11.87%15.94%
2016
10.53%14.81%
2015
-4.38%-4.05%
2014
10.25%10.21%
2013
34.06%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.53%N/AN/AN/A
2023-1.40%2.91%-5.66%9.66%
20220.07%-10.97%-5.62%12.32%
202112.06%6.93%0.17%9.14%
2020-29.46%16.46%3.74%18.62%
20199.46%3.24%2.22%8.88%
2018-2.19%1.78%7.61%-13.79%
20173.38%2.43%0.66%4.96%
2016-2.72%0.62%5.73%6.79%
2015-2.26%1.84%-7.90%4.30%
20142.19%3.74%3.28%0.70%
201312.17%4.34%3.54%10.62%

Rank in category (by total return)

YTD93
1-month99
3-month96
1-year96
3-year90
5-year76

Load adjusted returns

1-year13.05%
3-year3.42%
5-year10.16%
10-year7.08%