Ivy High Income Fund Class Y (WHIYX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.33% | -0.05% | -0.28% |
Year-to-Date | -0.17% | 0.66% | -0.82% |
1 Year | 4.85% | 0.00% | 4.85% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
12%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.93%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,174
Real cost (fees + lost compounding)
$1,453
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
91%
Return in excess of styles
(over past year)
-3.72%