IPOCX - Ivy Emerging Markets Equity C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return38.36%
5-Year Average Return8.61%
Number of Years Up11
Number of Years Down9
Best 1 Yr Total Return (Oct 30, 2017)68.26%
Worst 1 Yr Total Return (Oct 30, 2017)-51.14%
Best 3-Yr Total Return68.26%
Worst 3-Yr Total Return-2.93%

Trailing Returns (%) Vs. Benchmarks

ReturnIPOCXCategory
YTD38.36%29.01%
1-Month2.91%2.21%
3-Month6.49%4.42%
1-Year28.99%22.97%
3-Year9.58%4.34%
5-Year8.61%4.59%
10-Year0.48%0.54%
Last Bull Market16.75%17.64%
Last Bear Market-30.21%-25.42%

Annual Total Return (%) History

Year
IPOCXCategory
2017
N/AN/A
2016
8.94%8.47%
2015
-12.74%-13.79%
2014
-0.92%-3.01%
2013
8.52%-0.14%
2012
15.88%18.15%
2011
-23.36%-19.86%
2010
11.26%19.26%
2009
68.26%73.81%
2008
-51.14%-54.44%
2007
41.40%36.68%
2006
33.45%32.06%
2005
22.00%31.54%
2004
15.90%23.54%
2003
50.96%55.19%
2002
-12.21%-6.05%
2001
-10.25%-3.83%
2000
-18.79%-30.33%
1999
45.41%70.56%
1998
-21.02%-25.36%
1997
-22.46%-2.90%
1996
N/A13.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201714.45%5.60%11.25%N/A
20160.77%3.72%10.59%-5.74%
20153.69%3.84%-20.22%1.58%
2014-3.58%5.00%-3.25%1.15%
2013-3.17%-6.21%6.45%12.25%
201213.08%-7.36%4.02%6.35%
20111.21%0.07%-26.94%3.57%
2010-0.60%-5.85%13.07%5.14%
20090.50%39.45%12.89%6.34%
2008-19.22%-6.58%-23.62%-15.25%
20070.77%13.73%20.07%2.76%
200610.52%-2.53%4.58%18.46%
2005-0.50%2.90%11.84%6.54%
20044.72%-9.46%5.83%15.50%
2003-4.00%12.50%15.30%21.23%
20026.26%-3.30%-16.64%2.50%
2001-7.11%-3.09%-23.25%29.92%
20003.97%-3.50%-9.67%-10.39%
1999-0.96%40.55%-8.16%13.75%
1998-0.38%-29.58%-10.05%25.17%
1997-3.52%17.11%-1.47%-30.35%
1996-0.64%10.44%N/AN/A

Rank In Category (By Total Return)

YTD8
1-Month31
3-Month17
1-Year17
3-Year3
5-Year5

Load Adjusted Returns

1-Year27.99%
3-Year9.58%
5-Year8.61%
10-Year0.48%