Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMBIX (IVY MUNICIPAL BOND FUND CLASS I) | NA | 6.80% | -2.06% | 0.50% | 1.70% | NA | NA | … | … |
Data as of 10/19/2023, Common starting date is 11/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMBIX (IVY MUNICIPAL BOND FUND CLASS I) | 11/04/2009 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.80 | -2.06 | 0.50 | 1.70 | NA | NA | … | … | 3.32 | -12.43 | 1.83 | 4.06 | 5.21 | 0.79 | 3.62 | 0.28 | 2.98 | 8.16 | -3.04 | 7.64 | 10.24 | 2.96 | 0.00 |
| Sharpe Ratio | NA | 0.48 | -0.77 | -0.18 | 0.23 | NA | NA | … | … | -0.01 | -2.29 | 0.85 | 0.59 | 2.38 | -0.38 | 1.83 | 0.03 | 1.77 | 4.77 | -1.10 | 3.54 | 3.66 | 0.97 | -0.02 |
| Standard Deviation(%) | NA | 5.86 | 4.76 | 4.76 | 3.58 | NA | NA | … | … | 5.71 | 6.06 | 2.11 | 6.49 | 1.60 | 1.37 | 1.64 | 2.15 | 1.67 | 1.71 | 2.79 | 2.16 | 2.79 | 2.96 | 1.53 |
| Draw Down(%) | NA | 4.77 | 17.82 | 17.82 | 17.82 | NA | NA | … | … | 4.77 | 17.20 | 1.99 | 9.59 | 1.51 | 1.32 | 0.84 | 4.51 | 1.72 | 1.02 | 6.72 | 1.61 | 2.53 | 5.48 | 0.72 |
| Yield(%) | 0.00 | 4.27 | 3.23 | 3.23 | 3.11 | 3.04 | 2.28 | … | … | 2.89 | 3.39 | 3.23 | 2.56 | 3.17 | 3.28 | 3.07 | 2.21 | 2.77 | 3.37 | 2.90 | 3.29 | 4.13 | 3.36 | 0.00 |
Data as of 10/19/2023, Common starting date is 11/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBIX (IVY MUNICIPAL BOND FUND CLASS I) |
-3.91%
Oct 2019 – Oct 2022 |
-1.24%
Oct 2017 – Oct 2022 |
0.54%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMBIX (IVY MUNICIPAL BOND FUND CLASS I) |
6.98%
Jan 2010 – Jan 2013 |
5.45%
Jan 2011 – Jan 2016 |
4.08%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart