Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IECRX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R) | NA | -2.15% | -2.27% | -0.36% | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 05/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IECRX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R) | 05/06/2014 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | -2.15 | -2.27 | -0.36 | NA | NA | NA | … | … | -6.72 | 8.95 | -10.38 | 9.34 | 7.58 | -11.54 | -7.65 |
| Sharpe Ratio | NA | -0.25 | -0.40 | -0.14 | NA | NA | NA | … | … | -0.89 | 1.23 | -1.63 | 1.67 | 0.83 | -1.61 | -1.90 |
| Standard Deviation(%) | NA | 11.79 | 8.56 | 8.24 | NA | NA | NA | … | … | 16.03 | 6.12 | 7.17 | 5.22 | 8.89 | 7.20 | 6.00 |
| Draw Down(%) | NA | 20.67 | 25.28 | 25.28 | NA | NA | NA | … | … | 20.67 | 5.52 | 17.38 | 4.08 | 8.19 | 13.25 | 12.81 |
| Yield(%) | 0.00 | 1.16 | 1.14 | 0.72 | 0.46 | 0.31 | 0.23 | … | … | 0.00 | 1.20 | 0.00 | 2.49 | 0.00 | 0.00 | 1.46 |
Data as of 06/19/2020, Common starting date is 05/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IECRX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R) |
-5.08%
Mar 2017 – Mar 2020 |
-2.67%
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 |
|---|---|---|---|---|
| IECRX (IVY EMERGING MARKETS LOCAL CURRENCY DEBT FUND CLASS R) |
3.51%
Jan 2016 – Jan 2019 |
0.32%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart