Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IINCX (IVY INTERNATIONAL CORE EQUITY FUND CLASS N) | 1.22% | 6.41% | 11.68% | 4.97% | 7.56% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IINCX (IVY INTERNATIONAL CORE EQUITY FUND CLASS N) | 08/01/2014 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.17 | 6.41 | 11.68 | 4.97 | 7.56 | NA | NA | … | … | 1.22 | 24.39 | 4.03 | 17.10 | -15.09 | 14.51 | 7.54 | 19.03 | -17.45 | 23.27 | 1.80 | 6.98 | -4.30 |
| Sharpe Ratio | NA | 0.30 | 0.59 | 0.15 | 0.33 | NA | NA | … | … | 0.15 | 1.26 | 0.03 | 1.05 | -0.70 | 1.08 | 0.24 | 1.64 | -1.25 | 2.73 | 0.09 | 0.42 | -0.85 |
| Standard Deviation(%) | NA | 17.18 | 15.96 | 17.35 | 17.57 | NA | NA | … | … | 22.59 | 17.10 | 13.06 | 12.95 | 23.85 | 13.40 | 30.17 | 10.73 | 15.09 | 8.33 | 17.96 | 16.70 | 11.74 |
| Draw Down(%) | NA | 14.54 | 15.45 | 30.08 | 40.23 | NA | NA | … | … | 14.54 | 15.45 | 8.60 | 9.78 | 30.08 | 7.81 | 35.49 | 7.55 | 25.55 | 3.89 | 15.10 | 18.35 | 10.36 |
| Yield(%) | 0.00 | 11.05 | 5.92 | 3.84 | 4.47 | 3.54 | 2.65 | … | … | 0.00 | 13.11 | 0.89 | 3.19 | 0.90 | 3.15 | 1.42 | 3.26 | 7.55 | 1.73 | 2.08 | 8.21 | 10.26 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| IINCX (IVY INTERNATIONAL CORE EQUITY FUND CLASS N) |
-5.36%
Mar 2017 – Mar 2020 |
-1.96%
Sep 2017 – Sep 2022 |
5.23%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IINCX (IVY INTERNATIONAL CORE EQUITY FUND CLASS N) |
20.88%
Sep 2022 – Sep 2025 |
12.52%
Mar 2020 – Mar 2025 |
8.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart