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
IACXX (Ivy Funds – Ivy Cash Management Fund) NA 0.00% 0.00% 118.67% 47.88% -8.25% 7.86%
Data as of 07/22/2022, Common starting date is 11/22/2000
More Performance Analytics Comparison
Name Start Date End Date
IACXX (Ivy Funds – Ivy Cash Management Fund) 11/22/2000 07/22/2022
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 0.00 118.67 47.88 -8.25 7.86
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(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/22/2022, Common starting date is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IACXX (Ivy Funds – Ivy Cash Management Fund) -87.43%
Dec 2000 – Dec 2003
-64.95%
Sep 2007 – Sep 2012
-42.46%
Dec 2000 – Dec 2010
-30.82%
Dec 2000 – Dec 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IACXX (Ivy Funds – Ivy Cash Management Fund) 623.04%
Sep 2004 – Sep 2007
146.50%
Oct 2003 – Oct 2008
17.46%
Feb 2012 – Feb 2022
35.94%
May 2006 – May 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return