Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBIYX (IVY GLOBAL EQUITY INCOME FUND CLASS Y) | NA | 15.59% | 5.42% | 8.63% | 6.42% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 06/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBIYX (IVY GLOBAL EQUITY INCOME FUND CLASS Y) | 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 | 15.59 | 5.42 | 8.63 | 6.42 | NA | NA | … | … | 12.37 | 14.62 | -12.94 | 16.87 | 3.57 | 23.21 | -10.17 | 18.77 | 3.74 | -0.11 | 2.98 | 21.71 | 15.70 |
| Sharpe Ratio | NA | 1.04 | 0.06 | 0.18 | 0.19 | NA | NA | … | … | 1.56 | 0.94 | -0.19 | 1.41 | 0.10 | 2.12 | -0.82 | 2.65 | 0.26 | -0.01 | 0.29 | 2.14 | 2.59 |
| Standard Deviation(%) | NA | 11.31 | 44.30 | 37.66 | 28.03 | NA | NA | … | … | 11.34 | 11.15 | 75.31 | 11.93 | 32.63 | 10.30 | 14.07 | 6.87 | 13.80 | 14.44 | 10.20 | 10.12 | 11.31 |
| Draw Down(%) | NA | 9.80 | 41.75 | 41.75 | 41.75 | NA | NA | … | … | 5.07 | 12.76 | 41.75 | 6.43 | 35.53 | 6.93 | 18.99 | 2.31 | 8.70 | 12.82 | 10.95 | 7.62 | 6.11 |
| Yield(%) | 0.00 | 1.69 | 14.31 | 11.86 | 8.32 | 8.03 | 6.02 | … | … | 1.53 | 1.06 | 35.60 | 9.11 | 3.09 | 4.21 | 13.24 | 2.98 | 2.61 | 6.09 | 6.05 | 4.52 | 3.38 |
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 |
|---|---|---|---|---|
| IBIYX (IVY GLOBAL EQUITY INCOME FUND CLASS Y) |
-1.42%
Mar 2017 – Mar 2020 |
-0.37%
Mar 2015 – Mar 2020 |
4.43%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBIYX (IVY GLOBAL EQUITY INCOME FUND CLASS Y) |
15.41%
Mar 2020 – Mar 2023 |
9.80%
Oct 2016 – Oct 2021 |
6.92%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart