Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICVEX (IVY CUNDILL GLOBAL VALUE FUND CLASS E) | NA | 20.01% | -0.26% | 7.41% | 1.81% | NA | NA | … | … |
Data as of 09/15/2017, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICVEX (IVY CUNDILL GLOBAL VALUE FUND CLASS E) | 04/10/2007 | 09/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | 20.01 | -0.26 | 7.41 | 1.81 | NA | NA | … | … | 8.00 | 12.39 | -10.54 | -6.71 | 32.22 | 22.16 | -17.13 | 11.26 | 28.65 | -32.81 | -14.72 |
| Sharpe Ratio | NA | 1.90 | -0.03 | 0.51 | 0.08 | NA | NA | … | … | 1.13 | 0.64 | -0.71 | -0.73 | 2.81 | 1.24 | -0.65 | 0.73 | 1.41 | -1.09 | -1.20 |
| Standard Deviation(%) | NA | 10.31 | 15.17 | 13.72 | 19.36 | NA | NA | … | … | 9.65 | 18.89 | 14.83 | 9.22 | 11.45 | 17.95 | 26.20 | 15.37 | 20.19 | 30.82 | 18.71 |
| Draw Down(%) | NA | 4.71 | 32.00 | 33.08 | 52.69 | NA | NA | … | … | 4.71 | 16.53 | 17.88 | 12.20 | 6.74 | 21.86 | 26.86 | 14.59 | 20.73 | 40.62 | 18.63 |
| Yield(%) | 0.00 | 0.67 | 0.70 | 0.68 | 0.30 | 0.19 | 0.14 | … | … | 0.00 | 0.69 | 1.72 | 0.00 | 0.31 | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/15/2017, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVEX (IVY CUNDILL GLOBAL VALUE FUND CLASS E) |
-12.83%
Jun 2007 – Jun 2010 |
-8.24%
May 2007 – May 2012 |
0.25%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVEX (IVY CUNDILL GLOBAL VALUE FUND CLASS E) |
17.52%
Sep 2011 – Sep 2014 |
17.11%
Feb 2009 – Feb 2014 |
1.31%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart