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Ivy Balanced A (IBNAX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.74+0.01 (+0.04%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.92%
5-Year Average Return8.24%
Number of Years Up23
Number of Years Down6
Best 1 Yr Total Return (Jun 29, 2017)23.26%
Worst 1 Yr Total Return (Jun 29, 2017)-19.47%
Best 3-Yr Total Return23.26%
Worst 3-Yr Total Return0.17%

Trailing Returns (%) Vs. Benchmarks

ReturnIBNAXCategory
YTD5.92%6.30%
1-Month1.20%0.45%
3-Month1.70%2.35%
1-Year8.24%10.67%
3-Year3.08%4.00%
5-Year8.24%7.97%
10-Year6.47%4.89%
Last Bull Market18.75%15.43%
Last Bear Market-11.74%-12.25%

Annual Total Return (%) History

Year
IBNAXCategory
2017
N/AN/A
2016
1.95%7.34%
2015
-0.41%-1.93%
2014
7.28%6.21%
2013
23.26%16.48%
2012
11.49%11.72%
2011
2.65%-0.11%
2010
16.11%11.83%
2009
15.08%24.13%
2008
-19.47%-28.00%
2007
12.85%5.99%
2006
10.60%11.29%
2005
4.59%5.13%
2004
8.53%8.86%
2003
20.85%20.35%
2002
-9.30%-12.02%
2001
-15.27%-5.05%
2000
-10.33%1.82%
1999
14.64%10.71%
1998
22.60%13.52%
1997
18.18%19.63%
1996
11.58%13.70%
1995
24.12%25.63%
1994
-2.14%-2.52%
1993
5.51%11.37%
1992
6.28%7.73%
1991
27.72%24.89%
1990
3.44%-1.10%
1989
19.35%19.04%
1988
10.21%12.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.14%1.70%N/AN/A
2016-2.09%1.89%2.63%-0.43%
20152.56%-0.76%-6.52%4.67%
20140.89%4.40%-1.33%3.22%
20137.30%1.32%6.24%6.72%
20129.20%-2.29%4.63%-0.13%
20115.24%1.00%-10.92%8.42%
20106.09%-7.70%8.45%9.35%
2009-6.34%8.07%10.03%3.33%
2008-4.55%-0.94%-5.33%-10.04%
20070.62%4.97%6.41%0.40%
20063.49%0.13%3.16%3.45%
2005-1.34%1.84%1.76%2.29%
20041.11%1.10%-0.99%7.25%
2003-0.76%9.71%1.97%8.85%
20021.41%-6.65%-9.21%5.53%
2001-17.38%7.28%-12.68%9.48%
20006.21%-2.31%-1.13%-12.59%
19991.04%2.67%-2.44%13.28%
19988.05%3.76%-4.66%14.70%
1997-1.79%11.48%3.64%4.14%
19961.64%3.65%3.03%2.80%
19956.16%6.81%4.48%4.77%
1994-3.37%-2.65%4.10%-0.07%
19932.12%0.91%1.79%0.59%
1992-3.43%1.37%4.77%3.62%
199110.17%-0.40%6.55%9.24%
1990-2.16%5.73%-6.17%6.56%
19893.15%7.92%4.28%2.81%
19884.38%3.57%0.45%1.50%

Rank In Category (By Total Return)

YTD66
1-Month6
3-Month85
1-Year85
3-Year81
5-Year49

Load Adjusted Returns

1-Year2.02%
3-Year1.07%
5-Year6.97%
10-Year5.84%