Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEOCX (IVY EUROPEAN OPPORTUNITIES FUND CLASS C) | NA | -12.83% | -0.57% | 0.57% | 5.07% | 5.07% | NA | … | … |
Data as of 11/02/2018, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEOCX (IVY EUROPEAN OPPORTUNITIES FUND CLASS C) | 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 (%) | -2.62 | -12.83 | -0.57 | 0.57 | 5.07 | 5.07 | NA | … | … | -13.20 | 20.43 | -2.85 | 2.53 | -6.45 | 23.23 | 18.10 | -16.06 | 9.89 | 27.31 | -48.47 | 10.55 | 30.85 | 9.87 | 35.25 | 49.69 | -4.49 | -21.33 | 3.98 | 0.35 |
| Sharpe Ratio | NA | -0.95 | -0.07 | 0.02 | 0.22 | NA | NA | … | … | -1.06 | 1.94 | -0.13 | 0.14 | -0.45 | 1.84 | 1.03 | -0.54 | 0.42 | 0.90 | -1.12 | 0.38 | 1.70 | 0.72 | 2.48 | 3.26 | -0.29 | -1.18 | 0.00 | 0.81 |
| Standard Deviation(%) | NA | 14.85 | 16.96 | 16.45 | 21.67 | NA | NA | … | … | 15.69 | 10.27 | 22.69 | 17.44 | 14.31 | 12.64 | 17.64 | 29.69 | 23.08 | 30.37 | 43.87 | 20.14 | 16.30 | 10.69 | 13.81 | 15.04 | 19.11 | 20.27 | 25.04 | 14.79 |
| Draw Down(%) | NA | 20.29 | 20.29 | 23.98 | 30.83 | NA | NA | … | … | 20.29 | 3.00 | 15.91 | 14.12 | 15.82 | 7.35 | 14.16 | 28.96 | 20.80 | 27.32 | 57.77 | 15.91 | 18.79 | 11.46 | 10.29 | 22.68 | 29.75 | 41.52 | 38.51 | 1.11 |
| Yield(%) | 0.00 | 0.54 | 0.51 | 0.53 | 1.75 | 3.05 | 2.44 | … | … | 0.00 | 0.65 | 0.97 | 0.00 | 1.05 | 0.00 | 0.00 | 0.00 | 0.10 | 1.57 | 6.53 | 11.06 | 0.56 | 0.12 | 0.00 | 0.00 | 0.00 | 0.20 | 2.70 | 0.05 |
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 |
|---|---|---|---|---|
| IEOCX (IVY EUROPEAN OPPORTUNITIES FUND CLASS C) |
-22.30%
Mar 2000 – Mar 2003 |
-9.72%
May 2007 – May 2012 |
-1.25%
Jun 2007 – Jun 2017 |
2.84%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOCX (IVY EUROPEAN OPPORTUNITIES FUND CLASS C) |
42.42%
Mar 2003 – Mar 2006 |
29.49%
Oct 2002 – Oct 2007 |
10.53%
Mar 2003 – Mar 2013 |
9.03%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart