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WLTYX: IVY LIMITED-TERM BOND FUND CLASS Y (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1995 |
| Last Dividend Date: | 08/31/2023 |
| 12-Mo. Yield | 2.58% |
| Expenses | 1.03% |
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Performance Analytics (As of 10/16/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 38.5 | 9.3 | 7.3 | 4.1 | 4.0 | 3.8 | 4.2 | 36.2 | -4.3 | -0.4 | 3.8 | 4.1 | 0.8 | 1.7 | 2.0 | 0.6 | 1.0 | -0.7 | 2.7 | 3.0 | 3.3 | 6.0 | 7.5 | 5.9 | 3.6 | 1.4 | 0.8 | 2.7 | 4.7 | 8.8 | 8.2 | 1.4 | 6.3 | 6.4 | 3.7 | 0.4 |
| Sharpe Ratio | NA | 1.18 | 0.45 | 0.45 | 0.35 | NA | NA | 0.45 | 1.33 | -2.19 | -0.39 | 1.82 | 1.55 | -0.37 | 0.74 | 1.06 | 0.29 | 0.68 | -0.4 | 1.8 | 1.36 | 1.3 | 1.73 | 1.71 | 1.25 | 0.17 | -0.45 | -0.05 | 0.8 | 1.45 | 2.42 | 1.38 | -0.69 | 1.15 | 1.2 | 0.04 | NA |
| Draw Down(%) | NA | 1.4 | 6.8 | 6.8 | 6.8 | NA | NA | 6.8 | 1.4 | 6.1 | 1.0 | 3.3 | 1.0 | 1.2 | 0.8 | 1.9 | 1.1 | 0.7 | 3.3 | 0.8 | 1.1 | 2.5 | 1.4 | 2.0 | 1.2 | 0.8 | 1.2 | 2.5 | 2.0 | 1.4 | 1.1 | 1.9 | 1.8 | 1.1 | 1.2 | 2.6 | 0.0 |
| Standard Deviation(%) | NA | 29.3 | 17.0 | 13.2 | 9.4 | NA | NA | 6.0 | 33.0 | 2.6 | 1.1 | 1.9 | 1.7 | 1.3 | 1.5 | 1.7 | 1.9 | 1.4 | 1.9 | 1.5 | 2.2 | 2.5 | 3.4 | 3.8 | 2.3 | 2.0 | 1.7 | 2.2 | 2.5 | 2.5 | 2.7 | 3.0 | 2.7 | 2.6 | 2.4 | 3.7 | 0.0 |
| Treynor Ratio | NA | 0.58 | 0.12 | 0.1 | 0.05 | NA | NA | 0.04 | 0.74 | -0.09 | -0.01 | 0.07 | 0.04 | -0.01 | 0.01 | 0.02 | 0.01 | 0.01 | -0.01 | 0.03 | 0.03 | 0.03 | 0.07 | 0.11 | 0.05 | 0.01 | -0.01 | 0.0 | 0.03 | 0.06 | 0.13 | 0.08 | -0.03 | 0.07 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | 0.13 | 0.04 | 0.03 | 0.01 | NA | NA | 0.01 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | NA |
| Beta | NA | 0.6 | 0.64 | 0.6 | 0.64 | NA | NA | 0.65 | 0.6 | 0.67 | 0.48 | 0.48 | 0.68 | 0.48 | 0.79 | 0.77 | 0.91 | 0.78 | 1.13 | 0.88 | 1.17 | 1.09 | 0.88 | 0.61 | 0.61 | 0.57 | 0.66 | 0.74 | 0.74 | 0.59 | 0.52 | 0.49 | 0.65 | 0.41 | 0.43 | 0.77 | NA |
| RSquared | NA | 0.0 | 0.01 | 0.01 | 0.02 | NA | NA | 0.05 | 0.0 | 0.89 | 0.4 | 0.5 | 0.46 | 0.27 | 0.47 | 0.55 | 0.65 | 0.54 | 0.64 | 0.55 | 0.7 | 0.75 | 0.53 | 0.41 | 0.41 | 0.29 | 0.37 | 0.5 | 0.43 | 0.43 | 0.39 | 0.18 | 0.38 | 0.2 | 0.19 | 0.39 | 0.0 |
| Yield(%) | N/A | 2.6 | 1.5 | 1.7 | 1.7 | 2.1 | 2.3 | N/A | 1.9 | 1.5 | 1.0 | 1.6 | 2.0 | 2.0 | 1.7 | 1.6 | 1.5 | 1.5 | 2.0 | 2.0 | 2.6 | 2.6 | 3.4 | 3.3 | 3.8 | 3.3 | 3.0 | 2.3 | 2.8 | 3.7 | 5.3 | 6.1 | 5.4 | 5.3 | 5.3 | 4.9 | 0.3 |
| Dividend Growth(%) | N/A | 109.4 | -16.6 | -4.6 | -36.5 | N/A | N/A | N/A | 24.2 | 45.0 | -33.8 | -21.1 | -2.4 | 18.4 | 4.5 | 9.3 | -3.0 | -23.7 | -3.1 | -21.3 | 0.3 | -20.1 | 6.2 | -12.2 | 14.6 | 7.7 | 31.8 | -17.5 | -24.3 | -28.3 | -11.7 | 9.1 | 1.5 | 2.3 | 5.6 | 1367.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1995
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