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Ivy Core Equity B (WCEBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.51+0.12 (+0.73%)
As of 09:01PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return7.42%
5-year average return6.66%
Number of years up14
Number of years down6
Best 1-yr total return (3 Feb 2019)30.94%
Worst 1-yr total return (3 Feb 2019)-35.51%
Best 3-yr total return30.94%
Worst 3-yr total return-6.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCEBXCategory
YTD26.32%5.31%
1-month0.73%-4.19%
3-month5.23%3.90%
1-year30.41%20.31%
3-year23.50%6.48%
5-year14.58%11.78%
10-year13.94%10.96%
Last bull market25.75%25.56%
Last bear market-17.58%-15.11%

Annual total return (%) history

Year
WCEBXCategory
2021
N/A26.07%
2020
20.51%15.83%
2019
29.59%28.78%
2018
-5.55%-6.27%
2017
19.18%20.44%
2016
2.44%10.37%
2015
-1.64%-1.07%
2014
8.10%10.96%
2013
30.94%31.50%
2012
17.09%14.96%
2011
-0.17%-1.27%
2010
18.88%14.01%
2009
21.99%28.17%
2008
-35.51%-37.79%
2007
12.65%6.16%
2006
13.41%14.17%
2005
6.98%5.88%
2004
8.31%10.02%
2003
16.08%27.05%
2002
-23.40%-22.25%
2001
-15.95%-13.50%
2000
N/A-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.20%7.49%1.61%N/A
2020-17.92%19.98%9.37%11.89%
201911.55%5.27%2.55%7.63%
20180.83%3.93%5.75%-14.77%
20174.39%1.14%6.58%5.92%
2016-2.25%1.11%4.19%-0.52%
20151.39%-0.89%-8.24%6.67%
20140.74%4.95%-0.39%2.64%
20138.45%1.58%8.49%9.56%
201213.90%-3.59%6.49%0.13%
20118.24%0.00%-16.89%10.97%
20106.58%-11.23%12.10%12.09%
2009-11.08%13.72%17.14%2.98%
2008-10.74%2.66%-11.16%-20.78%
2007-0.11%7.49%5.68%-0.73%
20065.43%0.72%1.94%4.75%
20050.35%1.04%3.78%1.66%
2004-2.02%2.31%0.00%8.04%
2003-5.70%11.78%-1.11%11.36%
2002-2.13%-12.36%-16.84%7.38%
2001-14.26%3.28%-15.18%11.90%
2000-3.64%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month12
3-month45
1-year26
3-year24
5-year51

Load adjusted returns

1-year39.06%
3-year20.98%
5-year17.31%
10-year13.75%