Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICNGX (IVY CUNDILL GLOBAL VALUE FUND CLASS N) | NA | 1.02% | -1.92% | 4.56% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICNGX (IVY CUNDILL GLOBAL VALUE FUND CLASS N) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.02 | -1.92 | 4.56 | NA | NA | NA | … | … | 3.36 | 13.65 | -18.10 | 11.58 | 6.68 | 18.63 | -15.74 | 16.94 | 12.77 | -10.99 | -7.25 |
| Sharpe Ratio | NA | -0.32 | -0.24 | 0.13 | NA | NA | NA | … | … | 0.27 | 0.77 | -0.70 | 0.78 | 0.18 | 1.27 | -1.07 | 1.71 | 0.67 | -0.74 | -1.65 |
| Standard Deviation(%) | NA | 10.54 | 18.90 | 22.40 | NA | NA | NA | … | … | 9.21 | 12.37 | 28.06 | 14.91 | 34.89 | 13.53 | 15.97 | 9.56 | 18.87 | 14.80 | 10.04 |
| Draw Down(%) | NA | 12.62 | 34.09 | 38.37 | NA | NA | NA | … | … | 4.56 | 13.63 | 30.79 | 11.85 | 38.37 | 13.41 | 24.75 | 4.68 | 16.52 | 17.67 | 11.21 |
| Yield(%) | 0.00 | 1.71 | 3.93 | 3.93 | 3.20 | 2.13 | 1.60 | … | … | 0.19 | 1.76 | 8.11 | 3.01 | 1.63 | 4.08 | 10.58 | 1.56 | 1.07 | 1.49 | 0.00 |
Data as of 07/23/2024, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICNGX (IVY CUNDILL GLOBAL VALUE FUND CLASS N) |
-8.07%
Mar 2017 – Mar 2020 |
-3.73%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICNGX (IVY CUNDILL GLOBAL VALUE FUND CLASS N) |
16.21%
Mar 2020 – Mar 2023 |
11.02%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart