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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 987 | 1027 | 998 | 1067 | 1249 |
Fund Return | 2.71% | -1.28% | 2.71% | -0.08% | 1.3% | 2.25% |
Place in category | 40 | 31 | 40 | 37 | 16 | 10 |
% in Category | 27 | 21 | 27 | 25 | 15 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy High Income A | 1.27B | 5.97 | 1.74 | 4.10 | ||
Ivy High Income I | 1.01B | 6.24 | 2.00 | 4.36 | ||
Ivy Global Bond I | 198.95M | 2.97 | 0.18 | 2.50 | ||
Ivy High Income C | 87.7M | 6.58 | 1.93 | 3.29 | ||
Ivy Global Bond Fund Class A | 92.11M | 2.81 | -0.03 | 2.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World BondR6 | 4.29B | -2.80 | -5.02 | 0.25 | ||
American Funds Capital World Bond A | 3.11B | -3.24 | -5.48 | -0.19 | ||
Dodge & Cox Global Bond | 3.04B | 0.57 | 1.22 | 3.45 | ||
JPMorgan Global Bond Opportunities | 2.75B | 3.63 | 1.33 | 3.52 | ||
Templeton Global Bond A | 1.49B | -11.95 | -5.41 | -2.03 |
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 | 99.930 | -0.23% | |
Spain 3.25 30-Apr-2034 | ES0000012M85 | 2.43 | 100.370 | -0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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