Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICEQX (IVY CORE EQUITY FUND CLASS N) | NA | 3.23% | 8.04% | 0.81% | 4.64% | 4.50% | NA | … | … |
Data as of 03/16/2026, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICEQX (IVY CORE EQUITY FUND CLASS N) | 01/30/2008 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | 3.23 | 8.04 | 0.81 | 4.64 | 4.50 | NA | … | … | 2.53 | 22.38 | 5.95 | 11.80 | 48.38 | -47.29 |
| Sharpe Ratio | NA | 1.19 | 0.38 | 0.38 | NA | NA | NA | … | … | 0.70 | 0.22 | 1.20 | 0.53 | 1.86 | -1.25 |
| Standard Deviation(%) | NA | 21.45 | 20.81 | 20.30 | NA | NA | NA | … | … | 15.67 | 26.48 | 13.73 | 21.90 | 25.94 | 40.55 |
| Draw Down(%) | NA | 10.18 | 10.18 | 17.51 | NA | NA | NA | … | … | 4.54 | 10.18 | 7.24 | 17.51 | 23.11 | 59.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 0.54 | … | … | 0.00 | 7.18 | 0.00 | 1.01 | 2.54 | 1.27 |
Data as of 03/16/2026, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEQX (IVY CORE EQUITY FUND CLASS N) |
-5.02%
Feb 2008 – Feb 2011 |
-2.96%
Mar 2015 – Mar 2020 |
2.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEQX (IVY CORE EQUITY FUND CLASS N) |
37.92%
Apr 2012 – Apr 2015 |
20.46%
Apr 2012 – Apr 2017 |
12.64%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart