Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IAAXX (Ivy Funds – Ivy Cash Management Fund) NA -71,044.69% nan% nan% nan% nan% nan%
Data as of 07/22/2022, Common starting date is 08/27/1993
More Performance Analytics Comparison
Name Start Date End Date
IAAXX (Ivy Funds – Ivy Cash Management Fund) 08/27/1993 07/22/2022
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -71,044.69 nan nan nan nan nan
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.04 0.01 0.01 0.20 0.00 0.00
Data as of 07/22/2022, Common starting date is 08/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IAAXX (Ivy Funds – Ivy Cash Management Fund) -83.78%
Sep 2007 – Sep 2010
-66.43%
Sep 2007 – Sep 2012
-43.50%
Jun 2000 – Jun 2010
-31.65%
Jun 2000 – Jun 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IAAXX (Ivy Funds – Ivy Cash Management Fund) 268.45%
Dec 2018 – Dec 2021
118.69%
Dec 2016 – Dec 2021
2.26%
Apr 2012 – Apr 2022
13.48%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return