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IVA International Fund Class A (IVIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.79+0.19 (+1.25%)
At close: 06:46PM EST
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Performance Overview

Morningstar Return Rating
Year-to-Date Return6.66%
5-Year Average Return2.97%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)19.35%
Worst 1 Yr Total Return (Feb 3, 2019)-13.15%
Best 3-Yr Total Return19.35%
Worst 3-Yr Total Return-1.69%

Trailing Returns (%) Vs. Benchmarks

ReturnIVIOXCategory
YTD4.02%9.07%
1-Month0.89%-1.09%
3-Month2.33%5.12%
1-Year25.44%33.76%
3-Year-0.52%8.50%
5-Year2.06%10.08%
10-Year3.87%5.80%
Last Bull Market5.89%14.90%
Last Bear Market-9.69%-23.70%

Annual Total Return (%) History

Year
IVIOXCategory
2021
N/AN/A
2020
-4.25%9.30%
2019
14.26%21.59%
2018
-13.15%-14.59%
2017
16.98%25.12%
2016
2.50%0.79%
2015
1.19%-1.59%
2014
1.15%-4.98%
2013
15.61%19.44%
2012
10.16%18.29%
2011
-1.96%-13.97%
2010
16.49%10.24%
2009
19.35%31.24%
2008
N/A-43.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.83%N/AN/AN/A
2020-23.00%9.90%2.38%10.51%
20197.42%2.13%-3.16%7.55%
2018-0.39%-2.25%-0.75%-10.12%
20176.28%3.76%3.62%2.38%
20160.58%0.32%3.56%-1.90%
20153.23%1.95%-5.15%1.37%
20141.91%2.50%-1.00%-2.19%
20135.46%0.12%5.78%3.51%
20126.09%-3.70%5.56%2.15%
20113.35%2.64%-9.01%1.57%
20104.08%-3.99%9.71%6.25%
2009-7.34%14.17%12.49%0.29%
20082.49%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month76
3-Month72
1-Year96
3-Year100
5-Year100

Load Adjusted Returns

1-Year21.47%
3-Year-2.32%
5-Year2.05%
10-Year3.25%
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