Ivy High Income Fund Class A (WHIAX)

$6.62
F Fund
- Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. High Yield
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Ivy High Income Fund Class A 12 0.23 -4.58% -6.93% 0.93%
Bond - U.S. High Yield 17 0.42 -0.92% - -

* 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 11.26% 7.26% 4.00%
Year-to-Date -4.58% -0.92% -3.66%
1 Year -2.83% 3.06% -5.89%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

12%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
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)
90%

Return in excess of styles
(over past year)
-7.12%