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Ivy Advantus Bond Fund;A

Ranked 160 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks high level of current income consistent with prudent investment risk, by investing in a variety of investment-grade debt securities including corporate and mortgage-backed securities, U.S. Government securities, asset-backed securities and other debt obligations of U.S. banks.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.5% 1.9% 0.9%
2016 4.2% 2.4% 2.7% 1.5% -2.4%
2015 -0.3% 1.9% -1.6% 0.4% -1.0%
2014 5.9% 2.2% 2.4% 0.0% 1.3%
2013 -0.9% 0.8% -2.6% 0.6% 0.4%
2012 7.0% 1.4% 2.2% 2.5% 0.7%
2011 6.6% 1.5% 1.8% 1.9% 1.3%
2010 8.2% 2.5% 3.2% 3.0% -0.7%
2009 13.9% 0.4% 4.6% 6.6% 1.7%
2008 -9.2% -2.0% -1.8% -1.8% -3.9%
2007 2.1% 1.5% -0.7% 0.9% 0.4%
2006 4.2% -0.6% 0.1% 3.6% 1.1%
2005 1.8% -0.5% 2.7% -0.7% 0.4%
2004 4.4% 2.8% -2.7% 3.4% 1.0%
2003 4.9% 1.7% 2.9% 0.0% 0.2%
2002 9.8% -0.4% 3.8% 5.0% 1.2%
2001 8.6% 3.2% 0.4% 5.0% -0.2%
2000 10.0% 2.3% 0.6% 2.3% 4.5%
1999 -2.6% -1.2% -1.3% 0.6% -0.7%
1998 5.3% 1.2% 2.1% 2.6% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date14/08/1987
  • Share Class size202Mn
  • Base currencyUSD
  • ISIN US4658983444

Purchase Info

  • Min. initial investment750
  • Min. regular additional investment0

Charges

  • Annual management0.51%
  • Initial investment5.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).