Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBNBX (IVY BALANCED FUND CLASS B) | NA | 11.10% | 13.64% | 9.92% | 8.61% | 7.15% | NA | … | … |
Data as of 02/14/2022, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBNBX (IVY BALANCED FUND CLASS B) | 12/17/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.10 | 13.64 | 9.92 | 8.61 | 7.15 | NA | … | … | 0.00 | 14.42 | 13.41 | 21.14 | -4.11 | 10.60 | 1.21 | -1.09 | 6.47 | 22.36 | 10.58 | 1.85 | 15.28 | 14.13 | -20.24 | 11.82 | 9.48 | 3.63 | 7.35 | 1.98 |
| Sharpe Ratio | NA | 1.43 | 0.92 | 0.74 | 0.75 | NA | NA | … | … | 0.00 | 1.69 | 0.60 | 2.35 | -0.48 | 1.87 | 0.12 | -0.10 | 0.74 | 2.52 | 1.14 | 0.11 | 1.10 | 0.87 | -1.03 | 0.84 | 0.78 | 0.20 | 0.76 | 12.56 |
| Standard Deviation(%) | NA | 7.70 | 14.24 | 12.44 | 10.99 | NA | NA | … | … | NA | 8.51 | 21.86 | 8.40 | 11.24 | 5.34 | 8.64 | 10.92 | 8.77 | 8.84 | 9.34 | 16.52 | 13.75 | 16.08 | 20.51 | 10.53 | 7.97 | 7.39 | 8.47 | 5.78 |
| Draw Down(%) | NA | 3.52 | 25.72 | 25.72 | 25.72 | NA | NA | … | … | 0.00 | 3.52 | 25.72 | 5.32 | 13.47 | 2.85 | 9.78 | 10.34 | 7.08 | 4.71 | 7.08 | 14.63 | 11.71 | 15.74 | 27.48 | 4.81 | 5.90 | 4.67 | 6.52 | 0.15 |
| Yield(%) | 0.00 | 0.00 | 4.81 | 5.52 | 5.05 | 4.30 | 4.09 | … | … | 0.00 | 0.00 | 6.58 | 7.95 | 9.55 | 4.16 | 1.83 | 5.15 | 3.00 | 2.26 | 1.10 | 0.73 | 0.40 | 0.68 | 0.13 | 3.40 | 0.16 | 0.04 | 0.02 | 0.13 |
Data as of 02/14/2022, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNBX (IVY BALANCED FUND CLASS B) |
-5.35%
Feb 2006 – Feb 2009 |
-1.03%
Feb 2004 – Feb 2009 |
5.06%
Oct 2007 – Oct 2017 |
5.17%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNBX (IVY BALANCED FUND CLASS B) |
16.81%
Feb 2009 – Feb 2012 |
15.31%
Feb 2009 – Feb 2014 |
9.53%
Feb 2009 – Feb 2019 |
7.56%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart