Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHIFX (IVY HIGH INCOME FUND CLASS N) | NA | -6.22% | -3.54% | 1.89% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 06/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHIFX (IVY HIGH INCOME FUND CLASS N) | 06/07/2007 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.74 | -6.22 | -3.54 | 1.89 | NA | NA | NA | … | … | -23.19 | 16.21 | 6.21 | 14.95 | 46.25 | -23.03 | 1.43 |
| Sharpe Ratio | NA | -0.56 | -0.14 | 0.09 | NA | NA | NA | … | … | -0.36 | 4.61 | 1.04 | 2.40 | 6.69 | -1.67 | -0.05 |
| Standard Deviation(%) | NA | 41.64 | 26.24 | 19.83 | NA | NA | NA | … | … | 33.10 | 4.15 | 5.96 | 6.19 | 6.90 | 14.27 | 3.73 |
| Draw Down(%) | NA | 23.19 | 23.98 | 23.98 | NA | NA | NA | … | … | 23.19 | 4.22 | 8.56 | 6.81 | 3.39 | 36.41 | 4.04 |
| Yield(%) | 0.00 | 1.17 | 1.74 | 3.62 | 3.33 | 2.22 | 1.67 | … | … | 1.17 | 3.58 | 5.40 | 6.35 | 7.32 | 4.73 | 7.43 |
Data as of 12/16/2014, Common starting date is 06/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHIFX (IVY HIGH INCOME FUND CLASS N) |
3.56%
Nov 2011 – Nov 2014 |
5.24%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHIFX (IVY HIGH INCOME FUND CLASS N) |
25.46%
Oct 2008 – Oct 2011 |
10.05%
Aug 2007 – Aug 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart