Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIEX (IVY GLOBAL EQUITY INCOME FUND CLASS E) | NA | -8.19% | 4.00% | NA | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIEX (IVY GLOBAL EQUITY INCOME FUND CLASS E) | 02/26/2018 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.19 | 4.00 | NA | NA | NA | NA | … | … | -13.36 | 7.67 | 3.72 | 23.36 | -12.38 |
| Sharpe Ratio | NA | -0.58 | 0.17 | NA | NA | NA | NA | … | … | -1.34 | 0.57 | 0.11 | 2.15 | -1.18 |
| Standard Deviation(%) | NA | 14.69 | 21.77 | NA | NA | NA | NA | … | … | 17.18 | 13.47 | 32.49 | 10.23 | 13.40 |
| Draw Down(%) | NA | 15.40 | 35.51 | NA | NA | NA | NA | … | … | 15.40 | 8.42 | 35.51 | 6.93 | 15.86 |
| Yield(%) | 0.00 | 7.63 | 5.38 | 5.59 | 2.79 | 1.86 | 1.40 | … | … | 0.65 | 9.21 | 3.18 | 4.26 | 13.03 |
Data as of 07/27/2022, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIEX (IVY GLOBAL EQUITY INCOME FUND CLASS E) |
4.32%
Jun 2019 – Jun 2022 |
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 |
|---|---|---|---|---|
| IBIEX (IVY GLOBAL EQUITY INCOME FUND CLASS E) |
14.26%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart