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Ivy Funds - Ivy Pictet Targeted Return Bond Fund (IRBRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.48+0.01 (+0.12%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.40%
5-year average return0.22%
Number of years up5
Number of years down2
Best 1-yr total return (25 Apr 2024)7.75%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return7.75%
Worst 3-yr total return-2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRBRXCategory
YTD-1.40%1.90%
1-month-1.40%0.35%
3-month-1.40%1.41%
1-year3.01%7.92%
3-year-1.70%3.65%
5-year0.18%3.77%
10-year0.00%2.82%
Last bull market7.90%6.13%
Last bear market-5.64%-3.74%

Annual total return (%) history

Year
IRBRXCategory
2024
N/AN/A
2023
7.44%N/A
2022
-9.51%N/A
2021
-2.64%N/A
2020
3.68%3.44%
2019
7.75%6.69%
2018
0.76%-1.17%
2017
2.27%4.06%
2016
N/A5.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.00%N/AN/AN/A
20232.10%-0.77%-0.86%6.97%
2022-4.08%-5.64%-3.38%3.48%
2021-1.93%1.08%0.10%-1.88%
2020-3.06%3.46%1.38%1.97%
20192.91%2.43%1.48%0.72%
2018-0.40%-0.30%0.90%0.56%
20170.71%0.70%0.80%0.05%
20160.90%1.19%-0.75%N/A

Rank in category (by total return)

YTD86
1-month71
3-month84
1-year75
3-year81
5-year83

Load adjusted returns

1-year3.01%
3-year-1.70%
5-year0.18%
10-yearN/A