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Ivy Energy Y (IEYYX)

14.08 Down 0.08(0.56%) May 24


Performance Overview as of Feb 27, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:9.67%
5-Year Average Return:-0.61%
Number of Years Up:4
Number of Years Down:2
Best 1 Yr Total Return (2007-12-31):49.13%
Worst 1 Yr Total Return (2008-12-31):-46.51%
Best 3-Yr Total Return (N/A):15.54%
Worst 3-Yr Total Return (N/A):-2.96%
Load Adjusted Returns 
1-Year:0.52%
3-Year:7.36%
5-Year:-0.61%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnIEYYXCategoryDiffIndex*Diff
Year To Date9.67N/AN/AN/AN/A
1-Month0.60N/AN/AN/AN/A
3-Month12.60N/AN/AN/AN/A
1-Year0.52N/AN/AN/AN/A
3-Year7.36N/AN/AN/AN/A
5-Year-0.61N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)23.35N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-31.61N/AN/AN/AN/A
Annual Total Return (%) History () 
YearIEYYXCategoryDiff
2013N/AN/AN/A
2012
 
1.07N/AN/A
2011
 
-9.72N/AN/A
2010
 
22.55N/AN/A
2009
 
39.42N/AN/A
2008
 
-46.51N/AN/A
2007
 
49.13N/AN/A
2006N/AN/AN/A
Past Quarterly Returns (%) for IEYYX 
Q1Q2Q3Q4
201312.68N/AN/AN/A
20124.93-12.229.370.33
201112.76-6.05-27.7317.93
20101.45-13.2614.1521.99
2009-7.4823.1515.915.57
2008-6.9223.31-33.31-30.12
20074.6415.419.6812.59
2006-9.227.13N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date30N/A
1-Month33N/A
3-Month19N/A
6-Month16N/A
1-Year48N/A
3-Year37N/A
5-Year11N/A