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    More On IEYAX


    Ivy Energy A (IEYAX)

    12.19 Up 0.26(2.18%) Aug 28

    Performance Overview as of Jul 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-8.31%
    5-Year Average Return:3.74%
    Number of Years Up:5
    Number of Years Down:3
    Best 1 Yr Total Return (2007-12-31):48.95%
    Worst 1 Yr Total Return (2008-12-31):-46.63%
    Best 3-Yr Total Return (N/A):15.48%
    Worst 3-Yr Total Return (N/A):-3.04%
    Load Adjusted Returns 
    1-Year:-31.85%
    3-Year:1.02%
    5-Year:2.52%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnIEYAXCategoryDiffIndex*Diff
    Year To Date-8.31N/AN/AN/AN/A
    1-Month-8.51N/AN/AN/AN/A
    3-Month-16.29N/AN/AN/AN/A
    1-Year-27.69N/AN/AN/AN/A
    3-Year3.04N/AN/AN/AN/A
    5-Year3.74N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)23.32N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-31.67N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearIEYAXCategoryDiff
    2015N/AN/AN/A
    2014
     
    -10.65N/AN/A
    2013
     
    26.97N/AN/A
    2012
     
    0.91N/AN/A
    2011
     
    -9.84N/AN/A
    2010
     
    22.35N/AN/A
    2009
     
    39.62N/AN/A
    2008
     
    -46.63N/AN/A
    2007
     
    48.95N/AN/A
    2006N/AN/AN/A
    Past Quarterly Returns (%) for IEYAX 
    Q1Q2Q3Q4
    20151.37-1.14N/AN/A
    20145.7512.94-8.81-17.96
    201312.70-1.0210.872.65
    20124.88-12.309.350.33
    201112.68-6.09-27.7717.95
    20101.37-13.3214.2321.91
    2009-7.3923.2515.745.69
    2008-7.0723.26-33.23-30.22
    20074.6515.369.6312.54
    2006-9.316.92N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date25N/A
    1-Month26N/A
    3-Month15N/A
    6-Month16N/A
    1-Year22N/A
    3-Year15N/A
    5-Year24N/A