Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICDVX (Ivy Cundill Global Value Adv) | NA | 28.79% | -5.20% | 3.67% | NA | NA | NA | … | … |
Data as of 05/24/2010, Common starting date is 07/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICDVX (Ivy Cundill Global Value Adv) | 07/01/2002 | 05/24/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.79 | -5.20 | 3.67 | NA | NA | NA | … | … | 5.09 | 30.44 | -32.05 | 0.33 | 10.60 | 16.97 | 18.62 | 37.11 | -15.24 |
| Sharpe Ratio | NA | 2.44 | -0.27 | 0.10 | NA | NA | NA | … | … | 1.45 | 1.50 | -1.07 | -0.20 | 0.75 | 2.28 | 2.08 | 3.28 | -1.96 |
| Standard Deviation(%) | NA | 12.92 | 22.75 | 18.64 | NA | NA | NA | … | … | 9.36 | 20.18 | 30.85 | 13.56 | 9.74 | 6.50 | 8.52 | 11.11 | 14.78 |
| Draw Down(%) | NA | 7.91 | 50.10 | 50.10 | NA | NA | NA | … | … | 7.91 | 20.60 | 40.00 | 12.71 | 9.24 | 4.02 | 7.41 | 9.41 | 16.97 |
| Yield(%) | 0.00 | 1.78 | 3.62 | 5.15 | 3.72 | 2.48 | 1.86 | … | … | 0.00 | 1.85 | 0.79 | 10.10 | 6.23 | 5.09 | 1.10 | 0.75 | 0.00 |
Data as of 05/24/2010, Common starting date is 07/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDVX (Ivy Cundill Global Value Adv) |
-14.39%
Feb 2006 – Feb 2009 |
-3.19%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDVX (Ivy Cundill Global Value Adv) |
27.14%
Mar 2003 – Mar 2006 |
16.12%
Dec 2002 – Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart