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Ivy Municipal Bond Fund;C

Ranked 75 out of 82 in General & Insured Municipal Debt Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to provide income that is not subject to Federal income tax. The Fund seeks to achieve its objective by investing, during normal market conditions, at least 80% of its net assets in tax-exempt municipal bonds, mainly of investment grade and of any maturity.

sector performance

General & Insured Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.6% 0.5% 1.3% 0.8% 0.1%
2016 -0.5% 1.0% 1.9% -0.5% -2.9%
2015 1.8% 0.7% -1.2% 1.0% 1.3%
2014 6.8% 2.8% 1.6% 1.5% 0.8%
2013 -4.0% 0.3% -3.0% -1.3% 0.0%
2012 6.6% 2.1% 2.0% 1.9% 0.6%
2011 8.9% -0.2% 3.7% 3.3% 1.8%
2010 2.7% 1.4% 2.1% 3.6% -4.3%
2009 15.1% 5.3% 2.6% 7.9% -1.2%
2008 -6.3% -0.7% 0.3% -3.7% -2.4%
2007 1.1% 0.5% -0.4% 0.8% 0.2%
2006 3.0% -0.1% 0.1% 2.5% 0.6%
2005 1.6% -0.7% 2.4% -0.5% 0.3%
2004 2.8% 1.0% -2.1% 3.5% 0.5%
2003 4.5% 1.0% 2.5% -0.3% 1.2%
2002 7.5% 0.8% 3.0% 4.6% -1.0%
2001 5.7% 2.1% 2.0% 2.3% -0.7%
2000 7.6% 1.5% 1.2% 2.3% 2.4%
1999 -7.0% 0.6% -2.5% -1.9% -3.5%
1998 5.1% 1.1% 1.4% 2.7% -0.2%
1997 9.2% -0.5% 3.2% 3.2% 3.1%
1996 3.5% -2.2% 0.9% 2.3% 2.6%
1995 19.1% 8.4% 1.3% 2.5% 5.8%
1994 -8.8% -7.1% 0.4% 0.4% -2.7%
1993 13.7% 4.9% 3.8% 3.1% 1.3%
1992 2.1%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/09/1992
  • Share Class size32Mn
  • Base currencyUSD
  • ISINUS4660008255

Purchase Info

  • Min. initial investment750
  • Min. regular additional investment0

Charges

  • Annual management0.52%