Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICDYX (IVY CUNDILL GLOBAL VALUE FUND CLASS Y) | NA | 0.75% | -2.19% | 4.20% | 1.74% | 5.08% | 4.18% | … | … |
Data as of 07/23/2024, Common starting date is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICDYX (IVY CUNDILL GLOBAL VALUE FUND CLASS Y) | 07/31/2003 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.75 | -2.19 | 4.20 | 1.74 | 5.08 | 4.18 | … | … | 3.28 | 13.36 | -18.38 | 11.13 | 6.29 | 17.10 | -16.05 | 16.47 | 12.35 | -10.12 | -6.50 | 32.38 | 22.44 | -16.81 | 11.96 | 30.50 | -32.17 | 0.34 | 10.36 | 16.99 | 18.67 | 16.88 |
| Sharpe Ratio | NA | -0.35 | -0.25 | 0.11 | 0.03 | NA | NA | … | … | 0.25 | 0.74 | -0.70 | 0.75 | 0.17 | 1.16 | -1.09 | 1.69 | 0.64 | -0.68 | -0.71 | 2.84 | 1.26 | -0.64 | 0.77 | 1.50 | -1.07 | -0.20 | 0.73 | 2.28 | 2.12 | 4.22 |
| Standard Deviation(%) | NA | 10.55 | 18.97 | 22.45 | 18.93 | NA | NA | … | … | 9.22 | 12.41 | 28.20 | 14.89 | 34.94 | 13.52 | 15.95 | 9.42 | 18.91 | 14.85 | 9.22 | 11.39 | 17.95 | 26.26 | 15.38 | 20.23 | 30.83 | 13.64 | 9.71 | 6.51 | 8.37 | 10.50 |
| Draw Down(%) | NA | 12.72 | 34.34 | 38.39 | 43.80 | NA | NA | … | … | 4.65 | 13.75 | 30.96 | 12.06 | 38.39 | 13.75 | 25.04 | 4.74 | 16.54 | 17.81 | 12.10 | 6.76 | 21.82 | 26.71 | 14.34 | 20.66 | 40.06 | 12.70 | 9.24 | 4.00 | 7.39 | 4.65 |
| Yield(%) | 0.00 | 4.55 | 4.62 | 4.29 | 3.19 | 3.88 | 3.85 | … | … | 3.32 | 1.63 | 8.21 | 2.58 | 1.31 | 2.74 | 10.32 | 1.14 | 0.66 | 2.31 | 0.00 | 0.29 | 0.00 | 0.80 | 0.22 | 1.87 | 0.67 | 9.99 | 5.99 | 5.25 | 1.09 | 0.42 |
Data as of 07/23/2024, Common starting date is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDYX (IVY CUNDILL GLOBAL VALUE FUND CLASS Y) |
-14.49%
Feb 2006 – Feb 2009 |
-5.69%
May 2007 – May 2012 |
0.77%
Feb 2006 – Feb 2016 |
1.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICDYX (IVY CUNDILL GLOBAL VALUE FUND CLASS Y) |
18.41%
Feb 2009 – Feb 2012 |
17.77%
Feb 2009 – Feb 2014 |
8.65%
Feb 2009 – Feb 2019 |
6.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart