Ivy International Core Equity Fund Class Y (IVVYX)

$20.91
B Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEurope
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Ivy International Core Equity Fund Class Y 28 0.75 4.60% -0.09% 1.29%
Europe 32 0.85 3.28% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.63% 5.46% 1.17%
Year-to-Date 4.60% 3.28% 1.32%
1 Year 16.49% 17.26% -0.76%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

28%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 28% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.29%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,600

Real cost (fees + lost compounding)

$1,983

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
1.63%