Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGJNX (IVY GOVERNMENT SECURITIES FUND CLASS N) | NA | -41.92% | -20.34% | -11.68% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 10/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGJNX (IVY GOVERNMENT SECURITIES FUND CLASS N) | 10/17/2017 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -41.92 | -20.34 | -11.68 | NA | NA | NA | … | … | -42.97 | 2.45 | -12.56 | -1.57 | 5.41 | 5.78 | 0.80 | -0.44 |
| Sharpe Ratio | NA | -0.88 | -0.75 | -0.56 | NA | NA | NA | … | … | -0.97 | -0.23 | -1.91 | -0.50 | 1.39 | 1.28 | -0.17 | -1.00 |
| Standard Deviation(%) | NA | 52.02 | 30.60 | 23.78 | NA | NA | NA | … | … | 69.38 | 7.99 | 7.34 | 3.17 | 3.71 | 3.40 | 3.04 | 3.01 |
| Draw Down(%) | NA | 43.20 | 49.84 | 50.19 | NA | NA | NA | … | … | 43.18 | 9.27 | 15.45 | 2.48 | 2.75 | 1.95 | 2.77 | 0.98 |
| Yield(%) | 0.00 | 1.49 | 1.20 | 1.22 | 0.93 | 0.62 | 0.46 | … | … | 0.52 | 1.78 | 1.14 | 0.94 | 0.95 | 1.99 | 1.88 | 0.29 |
Data as of 07/23/2024, Common starting date is 10/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGJNX (IVY GOVERNMENT SECURITIES FUND CLASS N) |
-20.15%
Jun 2021 – Jun 2024 |
-11.72%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGJNX (IVY GOVERNMENT SECURITIES FUND CLASS N) |
4.48%
Jul 2018 – Jul 2021 |
0.34%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart