Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIBX (IVY GLOBAL EQUITY INCOME FUND CLASS B) | NA | 8.66% | 9.72% | 7.92% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 06/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIBX (IVY GLOBAL EQUITY INCOME FUND CLASS B) | 06/05/2012 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.66 | 9.72 | 7.92 | NA | NA | NA | … | … | -1.46 | 10.83 | 2.91 | 22.30 | -10.84 | 17.82 | 3.16 | -0.90 | 2.26 | 20.66 | 15.16 |
| Sharpe Ratio | NA | 0.71 | 0.42 | 0.39 | NA | NA | NA | … | … | -2.75 | 0.92 | 0.08 | 2.03 | -0.86 | 2.49 | 0.21 | -0.06 | 0.22 | 2.03 | 2.49 |
| Standard Deviation(%) | NA | 10.56 | 20.77 | 17.64 | NA | NA | NA | … | … | 4.27 | 11.77 | 32.65 | 10.32 | 14.14 | 6.92 | 13.84 | 14.49 | 10.20 | 10.17 | 11.31 |
| Draw Down(%) | NA | 6.48 | 35.71 | 35.71 | NA | NA | NA | … | … | 1.46 | 7.41 | 35.71 | 7.02 | 19.51 | 2.39 | 8.86 | 13.07 | 11.15 | 7.60 | 6.11 |
| Yield(%) | 0.00 | 1.65 | 2.58 | 4.76 | 5.21 | 3.47 | 2.60 | … | … | 0.00 | 1.71 | 2.44 | 3.35 | 12.55 | 2.18 | 2.05 | 5.28 | 5.25 | 3.58 | 2.95 |
Data as of 02/14/2022, Common starting date is 06/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIBX (IVY GLOBAL EQUITY INCOME FUND CLASS B) |
-2.14%
Mar 2017 – Mar 2020 |
-1.07%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIBX (IVY GLOBAL EQUITY INCOME FUND CLASS B) |
12.28%
Dec 2018 – Dec 2021 |
9.15%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart