Ivy Global Bond Fund Class A (IVSAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -1.32% | 1.16% | -2.48% |
Year-to-Date | -2.70% | -1.07% | -1.64% |
1 Year | -0.55% | 0.00% | -0.55% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
6%
(moderate)
POTENTIAL GAIN & LOSS Help
The fund's risk of 6% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.99%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,246
Real cost (fees + lost compounding)
$1,543
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
87%
Return in excess of styles
(over past year)
1.55%