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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1005 | 1097 | 991 | 1071 | 1199 |
Fund Return | 2.18% | 0.5% | 9.72% | -0.3% | 1.39% | 1.83% |
Place in category | 55 | 87 | 82 | 38 | 15 | 10 |
% in Category | 35 | 58 | 47 | 26 | 16 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy High Income A | 1.29B | 7.32 | 2.68 | 4.03 | ||
Ivy High Income I | 1.03B | 7.56 | 2.95 | 4.28 | ||
Ivy Global Bond I | 207.18M | 2.29 | -0.06 | 2.07 | ||
Ivy High Income C | 88.82M | 6.58 | 1.93 | 3.29 | ||
Ivy High Income Y | 49.96M | 7.32 | 2.70 | 4.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World BondR6 | 4.3B | -0.15 | -4.19 | 0.42 | ||
American Funds Capital World Bond A | 3.16B | -0.60 | -4.67 | -0.04 | ||
Dodge & Cox Global Bond | 3.04B | 3.08 | 2.43 | 3.55 | ||
JPMorgan Global Bond Opportunities | 2.79B | 4.50 | 1.99 | 3.56 | ||
Templeton Global Bond A | 1.62B | -7.15 | -3.50 | -1.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United Kingdom of Great Britain and Northern Ireland 3.75% | GB00BPSNB460 | 3.35 | - | - | |
United States Treasury Notes 3.5% | - | 3.28 | - | - | |
Spain 3.25 30-Apr-2034 | ES0000012M85 | 2.52 | 102.110 | -0.01% | |
United Kingdom of Great Britain and Northern Ireland 4.5% | GB00BMF9LG83 | 2.42 | - | - | |
Netherlands 2.5 15-Jul-2033 | NL0015001AM2 | 2.28 | 99.750 | -0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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