Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBNYX (IVY BALANCED FUND CLASS Y) | 2.93% | 11.40% | 12.91% | -0.42% | 4.65% | 5.72% | 5.93% | … | … |
Data as of 06/10/2026, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBNYX (IVY BALANCED FUND CLASS Y) | 12/17/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 11.40 | 12.91 | -0.42 | 4.65 | 5.72 | 5.93 | … | … | 2.93 | 11.68 | 15.72 | 16.20 | -33.11 | 4.42 | 8.09 | 22.12 | -3.34 | 11.38 | 2.01 | -0.41 | 7.29 | 23.27 | 11.52 | 2.71 | 16.30 | 15.22 | -19.37 | 12.96 | 10.75 | 4.78 | 8.50 | 2.02 |
| Sharpe Ratio | NA | 1.11 | 1.05 | -0.16 | 0.21 | NA | NA | … | … | 0.62 | 0.81 | 1.37 | 1.32 | -1.17 | 0.31 | 0.35 | 2.45 | -0.42 | 2.02 | 0.21 | -0.04 | 0.83 | 2.62 | 1.22 | 0.16 | 1.18 | 0.94 | -0.99 | 0.94 | 0.92 | 0.34 | 0.89 | 13.15 |
| Standard Deviation(%) | NA | 9.39 | 10.01 | 16.70 | 14.82 | NA | NA | … | … | 11.57 | 10.91 | 8.82 | 9.58 | 29.68 | 14.32 | 22.60 | 8.42 | 11.22 | 5.32 | 8.61 | 10.88 | 8.76 | 8.86 | 9.44 | 16.50 | 13.74 | 16.06 | 20.51 | 10.51 | 7.99 | 7.46 | 8.48 | 5.65 |
| Draw Down(%) | NA | 7.67 | 10.89 | 40.44 | 40.44 | NA | NA | … | … | 7.67 | 10.60 | 4.41 | 8.62 | 33.70 | 12.68 | 25.58 | 5.25 | 13.27 | 2.81 | 9.67 | 10.04 | 6.90 | 4.65 | 6.94 | 14.42 | 11.52 | 15.62 | 26.75 | 4.73 | 5.81 | 4.53 | 6.36 | 0.15 |
| Yield(%) | 0.00 | 2.48 | 2.21 | 1.08 | 3.43 | 4.15 | 4.41 | … | … | 0.00 | 2.88 | 2.12 | 1.28 | 0.44 | 0.44 | 1.17 | 8.70 | 10.22 | 4.88 | 2.33 | 5.83 | 3.73 | 3.04 | 1.85 | 1.47 | 1.31 | 1.69 | 1.01 | 4.50 | 1.32 | 1.04 | 1.06 | 0.17 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| IBNYX (IVY BALANCED FUND CLASS Y) |
-8.94%
Dec 2019 – Dec 2022 |
-2.51%
Sep 2018 – Sep 2023 |
1.48%
Oct 2013 – Oct 2023 |
3.40%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBNYX (IVY BALANCED FUND CLASS Y) |
17.86%
Feb 2009 – Feb 2012 |
16.30%
Feb 2009 – Feb 2014 |
10.41%
Feb 2009 – Feb 2019 |
8.06%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart