Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGNVX (Ivy Global Natural Resources Adv) | NA | 25.89% | -4.94% | 10.55% | 14.33% | NA | NA | … | … |
Data as of 05/24/2010, Common starting date is 02/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGNVX (Ivy Global Natural Resources Adv) | 02/10/2000 | 05/24/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.89 | -4.94 | 10.55 | 14.33 | NA | NA | … | … | 3.32 | 76.18 | -61.49 | 43.86 | 26.40 | 29.27 | 28.00 | 45.56 | 3.72 | 13.14 | 9.19 |
| Sharpe Ratio | NA | 1.00 | -0.13 | 0.23 | 0.43 | NA | NA | … | … | 0.38 | 1.84 | -0.99 | 1.75 | 1.12 | 1.68 | 1.76 | 3.77 | 0.12 | 0.58 | 0.40 |
| Standard Deviation(%) | NA | 28.02 | 46.08 | 37.62 | 29.10 | NA | NA | … | … | 22.87 | 41.27 | 63.23 | 23.43 | 20.59 | 16.09 | 15.36 | 11.91 | 20.75 | 18.71 | 15.29 |
| Draw Down(%) | NA | 19.23 | 74.48 | 74.48 | 74.48 | NA | NA | … | … | 17.37 | 23.31 | 74.48 | 15.12 | 18.53 | 14.98 | 11.47 | 11.39 | 32.71 | 30.70 | 17.40 |
| Yield(%) | 0.00 | 0.38 | 8.09 | 12.36 | 14.31 | 9.84 | 7.38 | … | … | 0.00 | 0.51 | 11.23 | 13.87 | 11.53 | 7.29 | 0.13 | 0.80 | 0.00 | 0.00 | 0.00 |
Data as of 05/24/2010, Common starting date is 02/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNVX (Ivy Global Natural Resources Adv) |
-15.11%
Feb 2006 – Feb 2009 |
1.33%
Feb 2004 – Feb 2009 |
14.64%
Mar 2000 – Mar 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGNVX (Ivy Global Natural Resources Adv) |
45.93%
Apr 2003 – Apr 2006 |
36.13%
Oct 2002 – Oct 2007 |
14.91%
Apr 2000 – Apr 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart