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Macquarie Global Growth Fund Y: (MF: IVIYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:52 PM ET

$37.01 USD

-0.20 (-0.54%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.98 66
3 months 3.42 69
6 months 6.80 68
1 Year 16.57 68
3 Year 17.81 43
5 Year 9.84 44
10 Year 11.97 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.85
Bull Market (2/09 - 3/21) 552.26

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.83
5 Year 9.76
10 Year 10.53
Since Inception 9.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.39 12.69 3.68 1.25
2024 11.20 3.36 3.47 -1.52
2023 5.47 5.02 -2.44 10.11
2022 -8.79 -14.46 -7.12 13.97
2021 4.15 7.10 -0.93 6.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9817.8317.1219.00-17.4217.4520.5325.64-6.2224.43-3.27
% Total Return Rel to Index -0.49-3.51-2.09-5.411.67-0.706.450.434.204.32-8.61
% Total Return Rel to Peer -1.17-0.644.740.362.141.243.860.893.802.20-8.85
% Perf Quintile vs Peer* 4.003.000.003.002.003.003.004.002.003.005.00
% Dividends 0.000.000.090.220.000.180.000.090.080.080.00
% Yield 0.000.000.240.000.000.280.000.180.190.150.00
Capital Gains ($) 0.003.391.271.7121.523.962.820.364.693.340.00
Expense Ratio 0.001.101.191.281.281.341.361.331.361.361.36

* 1 = Top 20%, 5 = Bottom 20%