IGNAX - Ivy Natural Resources A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return2.89%
5-Year Average Return-1.56%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Dec 30, 2017)74.60%
Worst 1 Yr Total Return (Dec 30, 2017)-61.36%
Best 3-Yr Total Return74.60%
Worst 3-Yr Total Return-11.29%

Trailing Returns (%) Vs. Benchmarks

ReturnIGNAXCategory
YTD2.89%16.61%
1-Month5.95%4.47%
3-Month7.91%7.16%
1-Year2.89%16.61%
3-Year-0.40%4.89%
5-Year-1.56%2.65%
10-Year-5.41%0.66%
Last Bull Market18.81%18.17%
Last Bear Market-40.11%-29.86%

Annual Total Return (%) History

Year
IGNAXCategory
2017
2.89%16.61%
2016
23.78%26.69%
2015
-22.42%-22.16%
2014
-13.32%-12.48%
2013
7.96%8.75%
2012
0.24%4.34%
2011
-21.52%-13.97%
2010
16.87%18.06%
2009
74.60%48.48%
2008
-61.36%-48.79%
2007
43.59%37.12%
2006
25.79%10.53%
2005
29.11%38.20%
2004
27.94%27.47%
2003
45.61%32.76%
2002
4.67%-0.80%
2001
15.39%-10.44%
2000
9.86%29.49%
1999
40.98%30.64%
1998
-29.35%-24.87%
1997
N/A3.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-2.89%-7.30%5.90%7.91%
20161.70%9.34%4.38%6.64%
20151.57%-1.05%-18.86%-4.86%
20144.09%9.65%-8.23%-17.25%
20135.13%-7.17%7.49%2.92%
20124.72%-13.01%8.93%1.02%
201111.99%-10.00%-31.91%14.36%
20100.59%-17.69%16.33%21.34%
20094.63%31.95%17.03%8.07%
2008-6.36%12.73%-38.05%-40.91%
20076.17%14.90%10.55%6.47%
200615.66%3.95%-4.73%9.81%
20056.09%-0.13%18.44%2.89%
20045.63%-0.40%12.87%7.74%
2003-6.00%14.43%13.18%19.61%
200223.08%-4.71%-19.52%10.89%
20014.21%13.40%-21.37%24.19%
2000-2.02%8.71%0.74%2.39%
199913.77%14.74%14.55%-5.71%
19984.44%-18.49%-19.04%2.51%
19976.98%19.66%-23.28%N/A

Rank In Category (By Total Return)

YTD85
1-Month26
3-Month32
1-Year85
3-Year81
5-Year69

Load Adjusted Returns

1-Year-3.03%
3-Year-2.35%
5-Year-2.72%
10-Year-5.97%