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IVA Fiduciary Trust - IVA Worldwide Fund (IVWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.500.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return6.47%
5-year average return4.34%
Number of years up8
Number of years down4
Best 1-yr total return (3 Feb 2019)23.33%
Worst 1-yr total return (3 Feb 2019)-7.30%
Best 3-yr total return23.33%
Worst 3-yr total return1.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIVWIXCategory
YTD3.98%4.69%
1-month-1.65%2.16%
3-month2.19%4.69%
1-year24.90%57.22%
3-year2.51%11.58%
5-year3.69%12.57%
10-year4.60%9.03%
Last bull market9.02%18.98%
Last bear market-11.68%-19.69%

Annual total return (%) history

Year
IVWIXCategory
2021
N/AN/A
2020
-0.44%17.67%
2019
12.68%25.68%
2018
-7.30%-9.64%
2017
13.84%23.61%
2016
6.48%5.54%
2015
-2.22%-1.69%
2014
3.46%2.79%
2013
17.20%25.19%
2012
6.89%15.84%
2011
-1.96%-7.93%
2010
17.56%13.74%
2009
23.33%35.27%
2008
N/A-41.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.61%N/AN/AN/A
2020-19.09%8.36%2.59%10.68%
20196.28%2.13%-2.14%6.08%
2018-0.11%-1.16%1.98%-7.93%
20174.77%2.55%3.09%2.78%
20160.98%1.03%3.72%0.63%
20151.55%-0.85%-3.92%1.08%
20142.47%2.90%-1.17%-0.71%
20136.16%0.53%5.72%3.88%
20126.25%-4.66%4.18%1.28%
20113.35%1.33%-10.17%4.21%
20104.57%-4.17%9.18%7.46%
2009-4.80%14.62%12.01%0.91%
20082.79%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month52
3-month35
1-year94
3-year98
5-year98

Load adjusted returns

1-year29.95%
3-year3.21%
5-year5.68%
10-year4.82%