Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBOBX (IVY ADVANTUS BOND FUND CLASS B) | NA | -0.60% | 3.37% | 2.65% | 2.35% | 2.57% | NA | … | … |
Data as of 02/14/2022, Common starting date is 12/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBOBX (IVY ADVANTUS BOND FUND CLASS B) | 12/22/2003 | 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 | -0.60 | 3.37 | 2.65 | 2.35 | 2.57 | NA | … | … | 0.00 | -1.62 | 5.63 | 7.68 | -1.63 | 4.06 | 3.19 | -1.15 | 5.09 | -1.89 | 5.95 | 5.72 | 7.33 | 12.37 | -10.57 | 0.89 | 2.98 | 0.67 | 1.67 | -0.37 |
| Sharpe Ratio | NA | -0.33 | 0.68 | 0.53 | 0.59 | NA | NA | … | … | 0.00 | -0.52 | 0.91 | 1.95 | -1.12 | 1.33 | 1.01 | -0.35 | 2.05 | -0.60 | 2.61 | 1.58 | 1.99 | 2.82 | -2.05 | -0.54 | -0.11 | -0.49 | 0.18 | -3.64 |
| Standard Deviation(%) | NA | 3.04 | 4.25 | 3.68 | 3.32 | NA | NA | … | … | NA | 3.15 | 5.91 | 3.21 | 2.63 | 2.59 | 2.94 | 3.38 | 2.48 | 3.22 | 2.28 | 3.60 | 3.63 | 4.35 | 5.57 | 3.99 | 2.98 | 3.04 | 4.02 | 4.17 |
| Draw Down(%) | NA | 2.58 | 11.08 | 11.08 | 11.08 | NA | NA | … | … | 0.00 | 3.01 | 11.08 | 2.06 | 2.91 | 1.41 | 3.77 | 3.67 | 1.31 | 5.51 | 1.05 | 1.76 | 3.11 | 2.62 | 13.69 | 2.28 | 2.51 | 2.67 | 5.59 | 0.47 |
| Yield(%) | 0.00 | 0.40 | 2.23 | 2.11 | 2.01 | 2.25 | 2.02 | … | … | 0.00 | 0.46 | 3.55 | 2.71 | 2.08 | 1.76 | 1.46 | 1.59 | 1.76 | 1.96 | 2.73 | 2.28 | 3.34 | 2.56 | 2.78 | 3.46 | 3.19 | 2.73 | 1.47 | 0.00 |
Data as of 02/14/2022, Common starting date is 12/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOBX (IVY ADVANTUS BOND FUND CLASS B) |
-2.88%
Feb 2006 – Feb 2009 |
-1.49%
Feb 2004 – Feb 2009 |
2.36%
Jan 2012 – Jan 2022 |
2.20%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBOBX (IVY ADVANTUS BOND FUND CLASS B) |
9.42%
Feb 2009 – Feb 2012 |
6.49%
Feb 2009 – Feb 2014 |
4.16%
Mar 2009 – Mar 2019 |
2.95%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart