Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBNAX (IVY BALANCED FUND CLASS A) | 4.22% | 12.95% | 13.69% | -0.14% | 4.68% | 5.76% | 5.88% | … | … |
Data as of 06/08/2026, Common starting date is 12/16/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBNAX (IVY BALANCED FUND CLASS A) | 12/16/1987 | 06/08/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 12.95 | 13.69 | -0.14 | 4.68 | 5.76 | 5.88 | … | … | 4.22 | 11.72 | 15.68 | 16.19 | -33.12 | 4.46 | 8.05 | 22.14 | -3.31 | 11.38 | 1.95 | -0.41 | 7.28 | 23.26 | 11.50 | 2.65 | 16.20 | 15.08 | -19.47 | 12.85 | 10.60 | 4.59 | 8.53 | 20.70 | -9.30 | -15.38 | -21.90 | 10.49 | 16.39 | 11.51 | 3.60 | 19.53 | -4.96 | 4.91 | 2.15 | 23.60 | 2.77 | 17.92 | 10.22 | 0.07 |
| Sharpe Ratio | NA | 1.04 | 1.02 | -0.16 | 0.21 | NA | NA | … | … | 0.61 | 0.78 | 1.31 | 1.33 | -1.17 | 0.31 | 0.34 | 2.46 | -0.42 | 2.02 | 0.20 | -0.04 | 0.83 | 2.63 | 1.23 | 0.16 | 1.17 | 0.93 | -0.99 | 0.92 | 0.91 | 0.31 | 0.89 | 1.79 | -0.68 | -0.81 | -1.00 | 0.53 | 0.83 | 0.67 | -0.01 | 2.21 | -0.97 | 0.36 | -0.05 | 2.28 | -0.32 | 1.93 | 0.29 | -0.13 |
| Standard Deviation(%) | NA | 9.96 | 10.29 | 16.79 | 14.87 | NA | NA | … | … | 11.61 | 11.39 | 9.18 | 9.52 | 29.64 | 14.33 | 22.65 | 8.40 | 11.20 | 5.34 | 8.62 | 10.90 | 8.76 | 8.84 | 9.41 | 16.53 | 13.77 | 16.04 | 20.58 | 10.53 | 7.95 | 7.48 | 8.44 | 11.18 | 15.45 | 22.23 | 26.07 | 13.45 | 15.50 | 11.65 | 9.75 | 7.02 | 8.32 | 7.64 | 6.78 | 8.60 | 8.36 | 6.19 | 18.56 | 20.49 |
| Draw Down(%) | NA | 7.96 | 10.91 | 40.43 | 40.43 | NA | NA | … | … | 7.72 | 10.62 | 5.40 | 8.56 | 33.71 | 12.68 | 25.63 | 5.25 | 13.23 | 2.85 | 9.67 | 10.04 | 6.90 | 4.61 | 6.94 | 14.42 | 11.55 | 15.62 | 26.86 | 4.73 | 5.82 | 4.59 | 6.11 | 7.52 | 18.61 | 29.95 | 31.32 | 8.41 | 17.23 | 7.49 | 9.23 | 5.86 | 9.04 | 4.59 | 4.94 | 3.30 | 9.05 | 3.07 | 7.85 | 2.71 |
| Yield(%) | 0.00 | 2.53 | 2.26 | 1.09 | 3.40 | 4.12 | 4.32 | … | … | 0.00 | 2.95 | 2.13 | 1.27 | 0.42 | 0.44 | 1.17 | 8.70 | 10.21 | 4.88 | 2.32 | 5.83 | 3.73 | 3.03 | 1.83 | 1.42 | 1.21 | 1.56 | 0.91 | 4.39 | 1.17 | 0.85 | 1.08 | 0.91 | 1.82 | 1.25 | 1.63 | 1.81 | 1.91 | 5.03 | 2.45 | 5.54 | 2.47 | 2.14 | 2.68 | 4.23 | 4.84 | 6.94 | 5.84 | 2.76 |
Data as of 06/08/2026, Common starting date is 12/16/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNAX (IVY BALANCED FUND CLASS A) |
-17.57%
Mar 2000 – Mar 2003 |
-6.67%
Mar 1998 – Mar 2003 |
-1.78%
Feb 1999 – Feb 2009 |
1.42%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNAX (IVY BALANCED FUND CLASS A) |
17.75%
Feb 2009 – Feb 2012 |
16.23%
Feb 2009 – Feb 2014 |
10.37%
Feb 2009 – Feb 2019 |
8.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart