Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEOIX (IVY EUROPEAN OPPORTUNITIES FUND CLASS I) | NA | -12.51% | 0.58% | 1.72% | 6.36% | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEOIX (IVY EUROPEAN OPPORTUNITIES FUND CLASS I) | 04/10/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.28 | -12.51 | 0.58 | 1.72 | 6.36 | NA | NA | … | … | -13.03 | 21.75 | -1.73 | 4.55 | -5.39 | 24.72 | 19.63 | -14.99 | 11.35 | 29.07 | -47.83 | 4.08 |
| Sharpe Ratio | NA | -0.91 | 0.00 | 0.09 | 0.28 | NA | NA | … | … | -1.04 | 2.06 | -0.08 | 0.26 | -0.38 | 1.96 | 1.12 | -0.51 | 0.49 | 0.95 | -1.11 | 0.13 |
| Standard Deviation(%) | NA | 15.02 | 17.03 | 16.49 | 21.68 | NA | NA | … | … | 15.89 | 10.28 | 22.72 | 17.41 | 14.31 | 12.63 | 17.63 | 29.68 | 23.10 | 30.36 | 43.85 | 21.34 |
| Draw Down(%) | NA | 20.20 | 20.20 | 22.76 | 30.48 | NA | NA | … | … | 20.20 | 2.96 | 15.83 | 13.78 | 15.57 | 7.25 | 13.95 | 28.58 | 20.44 | 27.16 | 57.29 | 15.82 |
| Yield(%) | 0.00 | 1.41 | 1.55 | 1.59 | 2.97 | 1.72 | 1.29 | … | … | 0.00 | 1.70 | 1.73 | 1.54 | 2.23 | 0.95 | 1.13 | 0.96 | 0.44 | 2.55 | 7.28 | 11.21 |
Data as of 11/02/2018, 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 |
|---|---|---|---|---|
| IEOIX (IVY EUROPEAN OPPORTUNITIES FUND CLASS I) |
-17.31%
Jun 2007 – Jun 2010 |
-8.56%
May 2007 – May 2012 |
0.04%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOIX (IVY EUROPEAN OPPORTUNITIES FUND CLASS I) |
19.15%
Feb 2009 – Feb 2012 |
18.24%
Feb 2009 – Feb 2014 |
6.20%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart