Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEURX (IVY EUROPEAN OPPORTUNITIES FUND CLASS N) | NA | -12.47% | 0.41% | NA | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEURX (IVY EUROPEAN OPPORTUNITIES FUND CLASS N) | 08/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.33 | -12.47 | 0.41 | NA | NA | NA | NA | … | … | -13.00 | 21.93 | -1.59 | 3.85 | -2.63 |
| Sharpe Ratio | NA | -0.90 | -0.01 | NA | NA | NA | NA | … | … | -1.03 | 2.08 | -0.08 | 0.22 | -0.41 |
| Standard Deviation(%) | NA | 15.20 | 17.06 | NA | NA | NA | NA | … | … | 16.07 | 10.31 | 22.67 | 17.44 | 15.26 |
| Draw Down(%) | NA | 20.16 | 20.16 | NA | NA | NA | NA | … | … | 20.16 | 2.95 | 15.80 | 13.75 | 11.56 |
| Yield(%) | 0.00 | 1.57 | 1.41 | 1.26 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 1.89 | 1.85 | 0.78 | 1.97 |
Data as of 11/02/2018, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEURX (IVY EUROPEAN OPPORTUNITIES FUND CLASS N) |
0.46%
Oct 2015 – Oct 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEURX (IVY EUROPEAN OPPORTUNITIES FUND CLASS N) |
9.21%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart