Nasdaq - Delayed Quote USD

Ivy Funds - Delaware Ivy Corporate Bond Fund (IBJYX)

14.73 0.00 (0.00%)
At close: December 28 at 8:00 PM EST

Fund Summary

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in corporate bonds (also referred to as corporate “debt securities” or “fixed-income securities”). For this purpose, "corporate bonds" includes any debt security issued by a domestic or foreign company with an initial maturity greater than one year. It invests primarily in investment-grade debt securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 11.92%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 3

Performance & Risk

YTD Return -1.85%
5y Average Return 0.19%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
IBJYXCategory AverageIBJYXCategory AverageIBJYXCategory Average
Alpha 1.68 0.01 0.9 0.01 0.12 0.01
BETA 1.26 0.01 1.29 0.01 1.23 0.01
Mean Annual Return -0.45 0.01 0.06 0 0.11 0
R-squared 95.76 0.48 82.61 0.51 82.5 0.53
Standard Deviation 8.02 0.07 7.96 0.06 5.94 0.05
Sharpe Ratio -0.92 0.01 -0.14 0.01 0.02 0.01
Treynor Ratio -6 0.05 -1.14 0.06 -0.03 0.04

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