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Ivy Funds - Delaware Ivy Apollo Strategic Income Fund (IIPOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.60-0.02 (-0.23%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.28%
5-Year Average Return2.05%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Sept 14, 2023)9.25%
Worst 1 Yr Total Return (Sept 14, 2023)N/A
Best 3-Yr Total Return9.25%
Worst 3-Yr Total Return-0.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIIPOXCategory
YTD3.28%1.94%
1-Month-0.08%0.65%
3-Month-0.41%2.15%
1-Year3.54%9.23%
3-Year-0.06%5.23%
5-Year2.05%4.63%
10-Year0.00%4.32%
Last Bull Market8.16%8.16%
Last Bear Market-7.57%-3.23%

Annual Total Return (%) History

Year
IIPOXCategory
2023
N/AN/A
2022
-9.78%N/A
2021
2.64%N/A
2020
7.55%4.84%
2019
9.25%9.80%
2018
-0.29%-1.52%
2017
4.61%6.07%
2016
8.01%7.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.13%1.40%N/AN/A
2022-3.90%-7.57%-2.28%3.93%
20211.03%1.58%0.21%-0.19%
2020-9.59%8.91%4.01%5.00%
20194.17%2.38%0.66%1.76%
2018-0.17%0.17%1.53%-1.79%
20171.60%1.26%1.26%0.42%
20162.13%2.46%2.81%0.40%

Rank In Category (By Total Return)

YTD37
1-Month44
3-Month49
1-Year34
3-Year31
5-Year33

Load Adjusted Returns

1-Year3.64%
3-Year0.44%
5-Year2.27%
10-YearN/A