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Ivy Energy A (IEYAX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.87+0.06 (+0.51%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-13.79%
5-Year Average Return-0.51%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2017)48.95%
Worst 1 Yr Total Return (Apr 29, 2017)-46.63%
Best 3-Yr Total Return48.95%
Worst 3-Yr Total Return-4.46%

Trailing Returns (%) Vs. Benchmarks

ReturnIEYAXCategory
YTD-13.79%-10.99%
1-Month-7.37%-5.46%
3-Month-13.54%-9.96%
1-Year2.75%1.10%
3-Year-10.21%-14.67%
5-Year-0.51%-4.72%
10-Year1.10%-1.19%
Last Bull Market23.32%20.64%
Last Bear Market-31.67%-31.94%

Annual Total Return (%) History

Year
IEYAXCategory
2017
N/AN/A
2016
34.30%29.22%
2015
-23.12%-27.39%
2014
-10.65%-16.65%
2013
26.97%22.85%
2012
0.91%1.21%
2011
-9.84%-7.54%
2010
22.35%17.14%
2009
39.62%44.36%
2008
-46.63%-51.12%
2007
48.95%42.09%
2006
N/A12.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-6.93%N/AN/AN/A
20161.03%14.51%8.04%7.44%
20151.37%-1.14%-19.97%-4.14%
20145.75%12.94%-8.81%-17.96%
201312.70%-1.02%10.87%2.65%
20124.88%-12.30%9.35%0.33%
201112.68%-6.09%-27.77%17.95%
20101.37%-13.32%14.23%21.91%
2009-7.39%23.25%15.74%5.69%
2008-7.07%23.26%-33.23%-30.22%
20074.65%15.36%9.63%12.54%
2006-9.31%6.92%N/AN/A

Rank In Category (By Total Return)

YTD78
1-Month77
3-Month81
1-Year37
3-Year31
5-Year21

Load Adjusted Returns

1-Year-3.16%
3-Year-11.97%
5-Year-1.68%
10-Year0.50%