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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1010 | 1032 | 1019 | 1057 | 1271 |
Fund Return | 0.41% | 1.03% | 3.18% | 0.61% | 1.12% | 2.43% |
Place in category | 142 | 40 | 48 | 35 | 19 | 9 |
% in Category | 88 | 25 | 33 | 24 | 19 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy High Income A | 1.23B | -0.12 | 2.53 | 3.90 | ||
Ivy High Income I | 950M | -0.08 | 2.79 | 4.15 | ||
Ivy Global Bond I | 208.36M | 0.43 | 0.83 | 2.67 | ||
Ivy High Income C | 79.58M | 0.66 | 1.76 | 3.48 | ||
Ivy High Income Y | 47.88M | 0.72 | 2.52 | 4.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World BondR6 | 4.5B | 2.43 | -2.77 | 0.45 | ||
American Funds Capital World Bond A | 3.17B | 2.30 | -3.26 | -0.00 | ||
Dodge & Cox Global Bond | 3B | 3.43 | 3.79 | 3.80 | ||
JPMorgan Global Bond Opportunities | 2.8B | 1.84 | 2.82 | 3.45 | ||
Templeton Global Bond A | 1.52B | 2.34 | -4.60 | -1.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.125% | - | 5.41 | - | - | |
United Kingdom of Great Britain and Northern Ireland 3.75% | GB00BPSNB460 | 3.18 | - | - | |
Federal Home Loan Mortgage Corp. 5.5% | - | 2.94 | - | - | |
Austria 2.9 20-Feb-2033 | AT0000A324S8 | 2.69 | 98.770 | -0.07% | |
Spain 3.25 30-Apr-2034 | ES0000012M85 | 2.43 | 98.620 | -0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | BUY | Neutral |
Summary | Strong Sell | Neutral | Neutral |
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