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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1004 | 1010 | 956 | 1021 | 1044 |
Fund Return | 1.65% | 0.39% | 0.99% | -1.5% | 0.42% | 0.43% |
Place in category | 508 | 433 | 485 | 440 | 441 | 325 |
% in Category | 93 | 78 | 88 | 84 | 94 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy High Income A | 1.28B | 7.32 | 2.68 | 4.03 | ||
Ivy High Income I | 1.02B | 7.56 | 2.95 | 4.28 | ||
Ivy Global Bond I | 200.21M | 2.29 | -0.06 | 2.07 | ||
Ivy Global Bond Fund Class A | 92.95M | 2.18 | -0.30 | 1.83 | ||
Ivy High Income C | 88.54M | 6.58 | 1.93 | 3.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Short-Term Investment-Grad | 36.76B | 5.19 | 1.73 | 2.24 | ||
Vanguard Instl Intrm-Trm Bd Instl P | 30.7B | 3.93 | 0.20 | 1.80 | ||
Lord Abbett Short Duration Income I | 26.09B | 5.38 | 1.94 | 2.38 | ||
Vanguard Short-Term Bond Index Adm | 12.21B | 3.81 | 0.87 | 1.57 | ||
Vanguard Short-Term Investment-Graa | 11.94B | 5.22 | 1.76 | 2.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4% | - | 12.86 | - | - | |
United States Treasury Notes 4.125% | - | 3.72 | - | - | |
United States Treasury Notes 4.5% | - | 2.59 | - | - | |
Ford Credit Floorplan Master Owner Trust A 1.06% | - | 1.46 | - | - | |
JPMorgan Chase & Co. 4.08% | - | 1.34 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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