Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGJRX (IVY GOVERNMENT SECURITIES FUND CLASS R) | NA | 6.02% | NA | NA | NA | NA | NA | … | … |
Data as of 06/19/2020, Common starting date is 10/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGJRX (IVY GOVERNMENT SECURITIES FUND CLASS R) | 10/17/2017 | 06/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 6.02 | NA | NA | NA | NA | NA | … | … | 5.09 | 5.03 | 0.06 | -0.57 |
| Sharpe Ratio | NA | 1.22 | NA | NA | NA | NA | NA | … | … | 2.21 | 1.07 | -0.42 | -1.23 |
| Standard Deviation(%) | NA | 4.25 | NA | NA | NA | NA | NA | … | … | 4.86 | 3.38 | 2.99 | 2.97 |
| Draw Down(%) | NA | 2.75 | NA | NA | NA | NA | NA | … | … | 2.75 | 1.95 | 3.01 | 1.03 |
| Yield(%) | 0.00 | 1.09 | 0.98 | 0.59 | 0.29 | 0.20 | 0.15 | … | … | 0.38 | 1.25 | 1.16 | 0.17 |
Data as of 06/19/2020, 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 |
|---|---|---|---|---|
| IGJRX (IVY GOVERNMENT SECURITIES FUND CLASS R) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IGJRX (IVY GOVERNMENT SECURITIES FUND CLASS R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart