Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IICNX (IVY GLOBAL EQUITY INCOME FUND CLASS N) | NA | 16.01% | 3.99% | 7.63% | 6.23% | NA | NA | … | … |
Data as of 08/08/2024, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IICNX (IVY GLOBAL EQUITY INCOME FUND CLASS N) | 08/01/2014 | 08/08/2024 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.01 | 3.99 | 7.63 | 6.23 | NA | NA | … | … | 12.69 | 14.95 | -12.59 | 11.39 | 2.54 | 23.74 | -9.84 | 19.19 | 5.21 | 0.14 | -0.28 |
| Sharpe Ratio | NA | 1.08 | 0.03 | 0.16 | 0.18 | NA | NA | … | … | 1.61 | 0.97 | -0.19 | 0.89 | 0.07 | 2.18 | -0.79 | 2.69 | 0.36 | 0.01 | -0.06 |
| Standard Deviation(%) | NA | 11.29 | 44.22 | 37.60 | 28.01 | NA | NA | … | … | 11.31 | 11.17 | 75.03 | 12.79 | 32.63 | 10.25 | 14.16 | 6.93 | 13.85 | 14.58 | 11.47 |
| Draw Down(%) | NA | 9.65 | 41.61 | 41.61 | 41.61 | NA | NA | … | … | 5.09 | 12.62 | 41.61 | 7.34 | 35.47 | 6.92 | 18.73 | 2.31 | 8.60 | 12.74 | 9.42 |
| Yield(%) | 0.00 | 2.06 | 12.81 | 10.63 | 8.04 | 5.29 | 3.97 | … | … | 1.81 | 1.18 | 35.71 | 3.97 | 2.05 | 4.62 | 13.65 | 3.39 | 3.96 | 6.41 | 3.87 |
Data as of 08/08/2024, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IICNX (IVY GLOBAL EQUITY INCOME FUND CLASS N) |
-2.05%
Sep 2019 – Sep 2022 |
0.18%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IICNX (IVY GLOBAL EQUITY INCOME FUND CLASS N) |
13.36%
Mar 2020 – Mar 2023 |
9.93%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart