Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEOBX (IVY EUROPEAN OPPORTUNITIES FUND CLASS B) | NA | -12.93% | -0.89% | 0.16% | 4.65% | 4.76% | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEOBX (IVY EUROPEAN OPPORTUNITIES FUND CLASS B) | 12/22/1999 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | -12.93 | -0.89 | 0.16 | 4.65 | 4.76 | NA | … | … | -13.24 | 19.94 | -3.30 | 2.07 | -6.97 | 22.61 | 17.56 | -16.31 | 9.51 | 26.81 | -48.63 | 10.47 | 30.79 | 9.70 | 35.28 | 49.73 | -4.51 | -21.34 | 3.94 | 0.36 |
| Sharpe Ratio | NA | -0.96 | -0.09 | 0.00 | 0.20 | NA | NA | … | … | -1.07 | 1.89 | -0.15 | 0.12 | -0.49 | 1.78 | 1.00 | -0.55 | 0.41 | 0.88 | -1.13 | 0.37 | 1.69 | 0.70 | 2.49 | 3.25 | -0.29 | -1.18 | 0.00 | 0.85 |
| Standard Deviation(%) | NA | 14.77 | 16.95 | 16.44 | 21.66 | NA | NA | … | … | 15.60 | 10.26 | 22.71 | 17.40 | 14.34 | 12.68 | 17.61 | 29.69 | 23.10 | 30.36 | 43.83 | 20.14 | 16.31 | 10.68 | 13.81 | 15.07 | 19.17 | 20.28 | 24.86 | 15.16 |
| Draw Down(%) | NA | 20.27 | 20.27 | 24.25 | 30.93 | NA | NA | … | … | 20.27 | 3.01 | 15.97 | 14.26 | 15.97 | 7.43 | 14.23 | 29.03 | 20.90 | 27.36 | 57.82 | 15.93 | 18.81 | 11.60 | 10.33 | 22.69 | 29.73 | 41.54 | 38.53 | 1.11 |
| Yield(%) | 0.00 | 0.29 | 0.32 | 0.27 | 1.50 | 2.83 | 2.28 | … | … | 0.00 | 0.35 | 0.68 | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 | 0.01 | 1.23 | 6.37 | 11.00 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 2.99 | 0.01 |
Data as of 11/02/2018, Common starting date is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOBX (IVY EUROPEAN OPPORTUNITIES FUND CLASS B) |
-22.30%
Mar 2000 – Mar 2003 |
-10.00%
May 2007 – May 2012 |
-1.65%
Jun 2007 – Jun 2017 |
2.62%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOBX (IVY EUROPEAN OPPORTUNITIES FUND CLASS B) |
42.36%
Mar 2003 – Mar 2006 |
29.41%
Oct 2002 – Oct 2007 |
10.29%
Mar 2003 – Mar 2013 |
8.70%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart