Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEYBX (IVY ENERGY FUND CLASS B) | NA | 20.56% | -8.36% | -13.12% | -6.36% | -2.72% | NA | … | … |
Data as of 02/14/2022, Common starting date is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEYBX (IVY ENERGY FUND CLASS B) | 04/11/2006 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.56 | -8.36 | -13.12 | -6.36 | -2.72 | NA | … | … | 0.00 | 42.76 | -39.26 | 2.74 | -35.32 | -13.84 | 33.20 | -23.82 | -11.35 | 26.00 | 0.00 | -10.54 | 21.48 | 38.13 | -47.08 | 47.92 | -2.67 |
| Sharpe Ratio | NA | 0.80 | -0.20 | -0.36 | -0.21 | NA | NA | … | … | 0.00 | 1.40 | -0.62 | 0.05 | -1.22 | -0.60 | 1.00 | -0.91 | -0.54 | 1.57 | 0.00 | -0.30 | 0.81 | 0.95 | -0.87 | 2.06 | -0.32 |
| Standard Deviation(%) | NA | 27.78 | 43.74 | 38.15 | 31.94 | NA | NA | … | … | NA | 30.62 | 63.83 | 28.59 | 30.09 | 24.06 | 32.98 | 26.09 | 20.87 | 16.57 | 21.07 | 34.69 | 26.42 | 39.87 | 55.31 | 21.89 | 21.99 |
| Draw Down(%) | NA | 20.28 | 73.71 | 81.58 | 85.97 | NA | NA | … | … | 0.00 | 20.28 | 68.35 | 31.25 | 46.93 | 34.44 | 18.51 | 33.59 | 31.31 | 8.72 | 24.12 | 35.86 | 20.43 | 28.44 | 61.08 | 11.63 | 19.98 |
| Yield(%) | 0.00 | 0.00 | 0.13 | 0.05 | 0.03 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/14/2022, Common starting date is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYBX (IVY ENERGY FUND CLASS B) |
-38.03%
Mar 2017 – Mar 2020 |
-26.01%
Mar 2015 – Mar 2020 |
-12.30%
Mar 2010 – Mar 2020 |
-3.82%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEYBX (IVY ENERGY FUND CLASS B) |
23.60%
Feb 2009 – Feb 2012 |
17.29%
Feb 2009 – Feb 2014 |
2.97%
Jan 2007 – Jan 2017 |
-2.20%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart