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IGNBX: IVY NATURAL RESOURCES FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/11/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | 6.05% |
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Performance Analytics (As of 02/14/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.4 | -2.4 | -5.1 | -4.9 | -3.8 | 2.5 | 2.9 | 0.0 | 14.2 | -15.1 | 7.3 | -24.8 | 1.7 | 22.5 | -23.2 | -14.1 | 7.0 | -0.5 | -22.1 | 16.0 | 73.2 | -62.0 | 42.3 | 24.9 | 28.0 | 26.9 | 44.4 | 3.5 | 14.8 | 9.3 | 39.9 | -29.8 | -7.3 |
| Sharpe Ratio | NA | 0.44 | -0.11 | -0.25 | -0.24 | NA | NA | 0.07 | 0.0 | 0.76 | -0.41 | 0.33 | -1.3 | 0.07 | 0.92 | -0.95 | -0.72 | 0.42 | -0.03 | -0.62 | 0.57 | 1.78 | -0.99 | 1.68 | 1.06 | 1.61 | 1.67 | 3.7 | 0.12 | 0.68 | 0.32 | 1.89 | -1.24 | -0.98 |
| Draw Down(%) | NA | 14.1 | 51.8 | 59.5 | 69.5 | NA | NA | 80.1 | 0.0 | 14.1 | 47.3 | 19.0 | 32.2 | 19.1 | 16.8 | 32.8 | 30.7 | 14.7 | 26.3 | 42.7 | 24.9 | 23.5 | 74.6 | 15.2 | 18.6 | 15.2 | 11.5 | 11.6 | 32.9 | 30.9 | 17.6 | 15.3 | 49.2 | 13.1 |
| Standard Deviation(%) | NA | 16.8 | 25.8 | 23.1 | 22.2 | NA | NA | 26.4 | NA | 18.5 | 37.3 | 17.8 | 20.2 | 15.0 | 24.1 | 24.4 | 19.5 | 16.8 | 21.6 | 35.9 | 27.9 | 41.2 | 63.3 | 23.4 | 20.6 | 16.1 | 15.5 | 11.8 | 20.8 | 18.6 | 16.4 | 19.4 | 26.7 | 101.3 |
| Treynor Ratio | NA | 0.1 | -0.04 | -0.08 | -0.06 | NA | NA | 0.02 | NA | 0.18 | -0.23 | 0.06 | -0.57 | 0.01 | 0.25 | -0.25 | -0.15 | 0.07 | -0.01 | -0.21 | 0.14 | 0.71 | -0.67 | 0.42 | 0.29 | 0.46 | 0.35 | 0.69 | 0.03 | 0.21 | 0.14 | 0.47 | -0.29 | -0.12 |
| Alpha | NA | -0.05 | -0.05 | -0.04 | -0.03 | NA | NA | -0.02 | 0.0 | -0.02 | -0.06 | -0.02 | -0.04 | -0.02 | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | -0.06 | -0.02 | 0.05 | -0.14 | 0.01 | 0.06 | 0.0 | 0.01 | 0.08 | 0.01 | 0.07 | -0.03 | 0.06 | -0.06 | -5.67 |
| Beta | NA | 0.71 | 0.71 | 0.74 | 0.83 | NA | NA | 0.86 | 0.0 | 0.77 | 0.67 | 1.0 | 0.46 | 0.76 | 0.89 | 0.93 | 0.94 | 0.99 | 0.95 | 1.03 | 1.14 | 1.03 | 0.93 | 0.93 | 0.75 | 0.57 | 0.73 | 0.63 | 0.79 | 0.62 | 0.39 | 0.78 | 1.16 | 8.34 |
| RSquared | NA | 0.79 | 0.53 | 0.56 | 0.72 | NA | NA | 0.78 | 0.0 | 0.86 | 0.45 | 0.67 | 0.32 | 0.58 | 0.94 | 0.96 | 0.95 | 0.92 | 0.92 | 0.94 | 0.92 | 0.94 | 0.9 | 0.88 | 0.84 | 0.68 | 0.73 | 0.63 | 0.81 | 0.69 | 0.37 | 0.56 | 0.69 | 0.46 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 1.7 | 5.1 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 11.5 | 12.0 | 11.2 | 7.5 | 0.0 | 0.0 | 0.0 | 1.6 | 0.3 | 0.0 | 0.5 | 1.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 29.8 | 14.6 | 88.8 | N/A | N/A | N/A | -100.0 | 600.0 | N/A | -100.0 | -73.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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