Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBARX (IVY BALANCED FUND CLASS N) | 4.86% | 13.89% | 14.25% | 7.14% | 9.27% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBARX (IVY BALANCED FUND CLASS N) | 08/01/2014 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | 13.89 | 14.25 | 7.14 | 9.27 | NA | NA | … | … | 4.86 | 12.09 | 16.12 | 16.51 | -16.10 | 16.55 | 14.80 | 22.61 | -2.96 | 11.86 | 2.37 | 0.00 | 5.18 |
| Sharpe Ratio | NA | 1.19 | 1.10 | 0.24 | 0.48 | NA | NA | … | … | 0.72 | 0.85 | 1.41 | 1.36 | -0.47 | 1.86 | 0.66 | 2.52 | -0.39 | 2.10 | 0.25 | 0.00 | 1.31 |
| Standard Deviation(%) | NA | 9.35 | 10.00 | 18.81 | 15.93 | NA | NA | … | … | 11.49 | 10.91 | 8.85 | 9.52 | 37.29 | 8.89 | 21.90 | 8.39 | 11.24 | 5.35 | 8.62 | 10.91 | 9.84 |
| Draw Down(%) | NA | 7.38 | 10.80 | 23.45 | 25.56 | NA | NA | … | … | 7.38 | 10.55 | 4.44 | 8.51 | 23.45 | 3.44 | 25.56 | 5.20 | 13.19 | 2.81 | 9.63 | 9.89 | 6.51 |
| Yield(%) | 0.00 | 3.16 | 2.73 | 6.77 | 7.70 | 5.56 | 4.17 | … | … | 0.40 | 3.25 | 2.40 | 1.62 | 17.95 | 12.50 | 7.49 | 9.12 | 10.59 | 5.30 | 2.61 | 6.24 | 3.50 |
Data as of 06/09/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBARX (IVY BALANCED FUND CLASS N) |
2.27%
Mar 2017 – Mar 2020 |
2.14%
Mar 2015 – Mar 2020 |
7.14%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBARX (IVY BALANCED FUND CLASS N) |
17.94%
Dec 2018 – Dec 2021 |
12.39%
Mar 2020 – Mar 2025 |
9.57%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart