IVHIX - Ivy High Income I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return7.07%
5-Year Average Return5.82%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Nov 29, 2017)46.56%
Worst 1 Yr Total Return (Nov 29, 2017)-19.73%
Best 3-Yr Total Return46.56%
Worst 3-Yr Total Return1.43%

Trailing Returns (%) Vs. Benchmarks

ReturnIVHIXCategory
YTD7.07%6.30%
1-Month-0.58%0.33%
3-Month0.63%1.02%
1-Year9.13%7.93%
3-Year4.49%4.03%
5-Year5.82%5.01%
10-Year8.27%6.20%
Last Bull Market13.83%11.97%
Last Bear Market-4.41%-7.34%

Annual Total Return (%) History

Year
IVHIXCategory
2017
N/AN/A
2016
17.03%13.30%
2015
-7.13%-4.01%
2014
1.74%1.11%
2013
10.46%6.90%
2012
17.16%14.67%
2011
6.44%2.83%
2010
15.62%14.24%
2009
46.56%46.70%
2008
-19.73%-26.41%
2007
N/A1.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.05%2.26%1.70%N/A
20161.61%5.60%5.33%3.55%
20152.04%0.08%-4.29%-4.98%
20142.90%1.77%-1.27%-1.61%
20133.94%-0.15%2.97%3.37%
20126.12%2.18%4.34%3.56%
20113.84%1.20%-4.29%5.83%
20103.87%0.28%6.20%4.53%
20098.00%16.51%11.06%4.87%
2008-3.79%3.84%-5.54%-14.94%
20070.83%-0.61%N/AN/A

Rank In Category (By Total Return)

YTD27
1-Month94
3-Month72
1-Year27
3-Year45
5-Year17

Load Adjusted Returns

1-Year9.13%
3-Year4.49%
5-Year5.82%
10-Year8.27%