Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIIX (IVY GLOBAL EQUITY INCOME FUND CLASS I) | NA | 15.97% | 5.74% | 8.94% | 6.69% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 06/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIIX (IVY GLOBAL EQUITY INCOME FUND CLASS I) | 06/05/2012 | 08/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.97 | 5.74 | 8.94 | 6.69 | NA | NA | … | … | 12.69 | 14.76 | -12.62 | 17.16 | 3.85 | 23.61 | -9.99 | 19.02 | 3.95 | 0.09 | 3.32 | 22.02 | 15.84 |
| Sharpe Ratio | NA | 1.08 | 0.07 | 0.19 | 0.20 | NA | NA | … | … | 1.61 | 0.95 | -0.19 | 1.43 | 0.11 | 2.14 | -0.80 | 2.69 | 0.27 | 0.00 | 0.33 | 2.17 | 2.63 |
| Standard Deviation(%) | NA | 11.24 | 44.22 | 37.59 | 27.98 | NA | NA | … | … | 11.32 | 11.14 | 75.16 | 11.94 | 32.54 | 10.37 | 14.13 | 6.87 | 13.79 | 14.51 | 10.15 | 10.13 | 11.24 |
| Draw Down(%) | NA | 9.84 | 41.68 | 41.68 | 41.68 | NA | NA | … | … | 4.99 | 12.73 | 41.68 | 6.37 | 35.53 | 7.01 | 18.81 | 2.31 | 8.69 | 12.74 | 10.89 | 7.57 | 6.02 |
| Yield(%) | 0.00 | 1.85 | 14.44 | 12.06 | 8.52 | 8.25 | 6.19 | … | … | 1.65 | 1.24 | 35.68 | 9.39 | 3.33 | 4.49 | 13.51 | 3.22 | 2.81 | 6.28 | 6.30 | 4.79 | 3.52 |
Data as of 08/08/2024, 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 |
|---|---|---|---|---|
| IBIIX (IVY GLOBAL EQUITY INCOME FUND CLASS I) |
-1.17%
Mar 2017 – Mar 2020 |
-0.15%
Mar 2015 – Mar 2020 |
4.68%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIIX (IVY GLOBAL EQUITY INCOME FUND CLASS I) |
15.76%
Mar 2020 – Mar 2023 |
10.08%
Oct 2016 – Oct 2021 |
7.19%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart