Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMEGX (IVY EMERGING MARKETS EQUITY FUND CLASS N) | 19.24% | 38.96% | 20.07% | 3.32% | 10.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMEGX (IVY EMERGING MARKETS EQUITY FUND CLASS N) | 08/01/2014 | 06/05/2026 |
| 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 (%) | -5.22 | 38.96 | 20.07 | 3.32 | 10.25 | NA | NA | … | … | 19.24 | 27.12 | 8.13 | 11.25 | -27.21 | -4.32 | 35.62 | 23.84 | -19.46 | 43.25 | 10.31 | -11.63 | -2.52 |
| Sharpe Ratio | NA | 1.89 | 1.01 | 0.03 | 0.42 | NA | NA | … | … | 1.91 | 1.50 | 0.32 | 0.56 | -0.93 | -0.24 | 1.13 | 1.45 | -1.03 | 3.61 | 0.52 | -0.65 | -0.45 |
| Standard Deviation(%) | NA | 19.19 | 16.68 | 20.09 | 20.46 | NA | NA | … | … | 25.25 | 16.25 | 14.08 | 13.66 | 30.75 | 18.41 | 31.27 | 15.46 | 20.36 | 11.85 | 19.37 | 17.85 | 13.33 |
| Draw Down(%) | NA | 13.33 | 16.67 | 42.45 | 45.40 | NA | NA | … | … | 13.33 | 13.88 | 9.61 | 11.43 | 36.52 | 19.43 | 33.44 | 13.01 | 30.05 | 6.74 | 13.05 | 26.94 | 10.74 |
| Yield(%) | 0.00 | 10.31 | 6.44 | 4.06 | 4.98 | 2.99 | 2.24 | … | … | 0.00 | 11.23 | 3.80 | 3.68 | 9.16 | 0.92 | 1.36 | 1.40 | 0.90 | 0.42 | 0.00 | 0.91 | 0.87 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IMEGX (IVY EMERGING MARKETS EQUITY FUND CLASS N) |
-10.05%
Jan 2021 – Jan 2024 |
-2.84%
Oct 2017 – Oct 2022 |
3.58%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMEGX (IVY EMERGING MARKETS EQUITY FUND CLASS N) |
23.38%
May 2023 – May 2026 |
19.99%
Feb 2016 – Feb 2021 |
11.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart