Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEOYX (IVY EUROPEAN OPPORTUNITIES FUND CLASS Y) | NA | -12.61% | 0.29% | 1.44% | 6.07% | 6.04% | NA | … | … |
Data as of 11/02/2018, Common starting date is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEOYX (IVY EUROPEAN OPPORTUNITIES FUND CLASS Y) | 07/31/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.15 | -12.61 | 0.29 | 1.44 | 6.07 | 6.04 | NA | … | … | -13.10 | 21.54 | -2.08 | 4.04 | -5.60 | 24.42 | 19.29 | -15.20 | 10.99 | 28.74 | -47.98 | 11.51 | 32.01 | 10.67 | 36.49 | 32.36 |
| Sharpe Ratio | NA | -0.92 | -0.02 | 0.07 | 0.27 | NA | NA | … | … | -1.05 | 2.05 | -0.10 | 0.23 | -0.39 | 1.93 | 1.10 | -0.51 | 0.47 | 0.94 | -1.11 | 0.42 | 1.77 | 0.80 | 2.57 | 9.14 |
| Standard Deviation(%) | NA | 14.97 | 17.01 | 16.48 | 21.66 | NA | NA | … | … | 15.83 | 10.25 | 22.73 | 17.39 | 14.33 | 12.66 | 17.60 | 29.66 | 23.08 | 30.38 | 43.81 | 20.14 | 16.30 | 10.65 | 13.81 | 10.29 |
| Draw Down(%) | NA | 20.22 | 20.22 | 23.04 | 30.52 | NA | NA | … | … | 20.22 | 2.97 | 15.85 | 13.85 | 15.59 | 7.25 | 13.96 | 28.65 | 20.53 | 27.19 | 57.40 | 15.85 | 18.73 | 11.43 | 10.17 | 2.16 |
| Yield(%) | 0.00 | 1.23 | 1.26 | 1.31 | 2.64 | 4.11 | 3.58 | … | … | 0.00 | 1.48 | 1.41 | 1.14 | 1.97 | 0.67 | 0.86 | 0.54 | 0.37 | 2.32 | 7.06 | 11.66 | 1.57 | 0.92 | 0.28 | 0.45 |
Data as of 11/02/2018, Common starting date is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOYX (IVY EUROPEAN OPPORTUNITIES FUND CLASS Y) |
-17.54%
Jun 2007 – Jun 2010 |
-8.80%
May 2007 – May 2012 |
-0.25%
Jun 2007 – Jun 2017 |
6.02%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEOYX (IVY EUROPEAN OPPORTUNITIES FUND CLASS Y) |
29.97%
Aug 2003 – Aug 2006 |
17.92%
Feb 2009 – Feb 2014 |
8.67%
Sep 2003 – Sep 2013 |
7.84%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart