Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIBEX (IVY GLOBAL INCOME ALLOCATION FUND CLASS E) | NA | -2.00% | 4.86% | 3.20% | 7.26% | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIBEX (IVY GLOBAL INCOME ALLOCATION FUND CLASS E) | 04/10/2007 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | -2.00 | 4.86 | 3.20 | 7.26 | NA | NA | … | … | -3.67 | 13.68 | 6.34 | -1.36 | 1.58 | 10.77 | 10.82 | -4.02 | 12.36 | 28.46 | -32.81 | 5.14 |
| Sharpe Ratio | NA | -0.45 | 0.52 | 0.34 | 0.53 | NA | NA | … | … | -0.74 | 2.70 | 0.58 | -0.13 | 0.22 | 1.40 | 1.06 | -0.25 | 0.81 | 1.24 | -1.18 | 0.32 |
| Standard Deviation(%) | NA | 7.14 | 8.15 | 8.34 | 13.32 | NA | NA | … | … | 7.59 | 4.86 | 10.55 | 10.31 | 7.23 | 7.64 | 10.22 | 16.22 | 15.11 | 22.90 | 28.54 | 13.35 |
| Draw Down(%) | NA | 8.00 | 9.73 | 16.24 | 22.89 | NA | NA | … | … | 8.00 | 1.76 | 8.77 | 13.21 | 8.36 | 8.18 | 11.26 | 15.39 | 12.92 | 21.87 | 42.89 | 9.58 |
| Yield(%) | 0.00 | 3.79 | 4.52 | 4.11 | 5.35 | 2.76 | 2.07 | … | … | 2.57 | 3.88 | 3.97 | 5.68 | 4.10 | 3.82 | 4.73 | 4.36 | 2.54 | 0.37 | 6.13 | 4.86 |
Data as of 11/02/2018, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIBEX (IVY GLOBAL INCOME ALLOCATION FUND CLASS E) |
-6.53%
Jun 2007 – Jun 2010 |
-1.53%
May 2007 – May 2012 |
2.77%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIBEX (IVY GLOBAL INCOME ALLOCATION FUND CLASS E) |
21.41%
Feb 2009 – Feb 2012 |
15.72%
Feb 2009 – Feb 2014 |
7.20%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart