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Nasdaq - Delayed Quote USD

Ivy Funds - Delaware Ivy Corporate Bond Fund (IBJCX)

14.70
0.00
(0.00%)
As of December 28 at 8:00:26 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.50%
5y Average Return -0.79%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Oct 27, 2023) 10.68%
Worst 1Y Total Return (Oct 27, 2023) --
Best 3Y Total Return 10.68%
Worst 3Y Total Return -4.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IBJCX
Category
YTD
-2.50%
-0.67%
1-Month
-1.53%
1.48%
3-Month
-4.47%
3.14%
1-Year
0.61%
4.42%
3-Year
-7.10%
7.37%
5-Year
-0.79%
4.80%
10-Year
-0.05%
4.92%
Last Bull Market
2.21%
5.92%
Last Bear Market
-8.16%
1.35%

Annual Total Return (%) History

Year
IBJCX
Category
2023
--
--
2022
-17.69%
--
2021
-1.81%
--
2020
9.38%
9.24%
2019
10.68%
13.03%
2018
-2.85%
-2.49%
2017
3.06%
5.79%
2016
3.07%
6.51%

2015
-0.77%
-1.39%
2014
2.58%
6.93%
2013
-3.35%
-1.06%
2012
4.42%
11.06%
2011
6.33%
7.46%
2010
5.07%
10.00%
2009
6.19%
22.61%
2008
-0.89%
-7.90%
2007
4.49%
4.17%
2006
3.00%
4.36%
2005
0.64%
1.94%
2004
3.13%
5.79%
2003
4.19%
9.34%
2002
8.17%
8.86%
2001
6.62%
9.11%
2000
8.28%
7.91%
1999
--
-3.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 2.99% -0.74% -3.08% --
2022 -7.66% -8.16% -5.41% 2.62%
2021 -4.35% 3.22% -0.28% -0.27%
2020 -3.04% 8.93% 1.27% 2.26%
2019 4.10% 3.40% 2.65% 0.17%
2018 -2.61% -0.81% 0.55% 0.02%
2017 0.70% 1.44% 0.64% 0.24%
2016 3.11% 2.47% 0.76% -3.18%
2015 1.63% -2.21% 0.61% -0.76%
2014 1.13% 1.36% -0.50% 0.58%

2013 -0.03% -3.69% 0.29% 0.09%
2012 0.39% 2.04% 1.83% 0.10%
2011 -0.29% 1.88% 3.55% 1.08%
2010 1.71% 2.63% 3.21% -2.48%
2009 0.49% 1.83% 3.83% -0.05%
2008 -0.03% -1.03% -1.41% 1.61%
2007 1.18% -0.77% 2.20% 1.83%
2006 -0.80% -0.35% 3.23% 0.94%
2005 -0.87% 2.43% -1.08% 0.20%
2004 2.40% -2.84% 2.91% 0.73%
2003 1.53% 2.42% -0.18% 0.38%
2002 -0.31% 3.34% 3.86% 1.11%
2001 2.37% -0.10% 4.46% -0.21%
2000 2.24% 0.58% 1.78% 3.46%
1999 -0.51% -- -- --

Rank in Category (By Total Return)

YTD 97
1-Month 50
3-Month 69
1-Year 98
3-Year 99
5-Year 97

Load Adjusted Returns

1-Year 0.68%
3-Year -6.44%
5-Year -0.61%
10-Year 0.19%

Performance & Risk

YTD Return -2.50%
5y Average Return -0.79%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Corporate Bond
Fund Family Delaware Funds by Macquarie
Net Assets 287.51M
YTD Return -2.50%
Yield 1.86%
Morningstar Rating
Inception Date Sep 09, 1999

Fund Summary

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in corporate bonds (also referred to as corporate “debt securities” or “fixed-income securities”). For this purpose, "corporate bonds" includes any debt security issued by a domestic or foreign company with an initial maturity greater than one year. It invests primarily in investment-grade debt securities.

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