Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IATYX (IVY ACCUMULATIVE FUND CLASS Y) | NA | 13.74% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 02/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IATYX (IVY ACCUMULATIVE FUND CLASS Y) | 02/27/2018 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.86 | 13.74 | NA | NA | NA | NA | NA | … | … | 8.58 | 33.84 | -5.41 |
| Sharpe Ratio | NA | 0.38 | NA | NA | NA | NA | NA | … | … | 0.40 | 2.04 | -0.45 |
| Standard Deviation(%) | NA | 33.63 | NA | NA | NA | NA | NA | … | … | 46.65 | 15.90 | 17.28 |
| Draw Down(%) | NA | 32.92 | NA | NA | NA | NA | NA | … | … | 32.92 | 8.65 | 20.25 |
| Yield(%) | 0.00 | 8.22 | 7.31 | 4.38 | 2.19 | 1.46 | 1.10 | … | … | 0.00 | 12.74 | 11.29 |
Data as of 06/19/2020, Common starting date is 02/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IATYX (IVY ACCUMULATIVE FUND CLASS Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IATYX (IVY ACCUMULATIVE FUND CLASS Y) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart