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Australia markets open in 13 minutes
ALL ORDS
8,012.20
-57.90
(-0.72%)
AUD/USD
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ASX 200
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Bitcoin AUD
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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-1.40%
5-year average return
0.22%
Number of years up
5
Number of years down
2
Best 1-yr total return (25 Apr 2024)
7.75%
Worst 1-yr total return (25 Apr 2024)
N/A
Best 3-yr total return
7.75%
Worst 3-yr total return
-2.97%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
IRBRX
Category
YTD
-1.40%
1.90%
1-month
-1.40%
0.35%
3-month
-1.40%
1.41%
1-year
3.01%
7.92%
3-year
-1.70%
3.65%
5-year
0.18%
3.77%
10-year
0.00%
2.82%
Last bull market
7.90%
6.13%
Last bear market
-5.64%
-3.74%
Annual total return (%) history
Year
IRBRX
Category
2024
N/A
N/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/A
5.28%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
0.00%
N/A
N/A
N/A
2023
2.10%
-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%
2019
2.91%
2.43%
1.48%
0.72%
2018
-0.40%
-0.30%
0.90%
0.56%
2017
0.71%
0.70%
0.80%
0.05%
2016
0.90%
1.19%
-0.75%
N/A
Rank in category (by total return)
YTD
86
1-month
71
3-month
84
1-year
75
3-year
81
5-year
83
Load adjusted returns
1-year
3.01%
3-year
-1.70%
5-year
0.18%
10-year
N/A
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