Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INOBX (Ivy Asset Strategy New Opportunities B) | NA | -0.66% | -4.01% | NA | NA | NA | NA | … | … |
Data as of 03/14/2014, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INOBX (Ivy Asset Strategy New Opportunities B) | 05/04/2010 | 03/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | -0.66 | -4.01 | NA | NA | NA | NA | … | … | -4.17 | 5.66 | 11.43 | -24.33 | 27.39 |
| Sharpe Ratio | NA | -0.05 | -0.20 | NA | NA | NA | NA | … | … | -1.10 | 0.50 | 0.75 | -0.84 | 2.00 |
| Standard Deviation(%) | NA | 13.14 | 20.28 | NA | NA | NA | NA | … | … | 17.61 | 11.32 | 15.40 | 28.88 | 21.83 |
| Draw Down(%) | NA | 12.01 | 32.38 | NA | NA | NA | NA | … | … | 8.26 | 12.01 | 16.05 | 32.38 | 12.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/14/2014, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INOBX (Ivy Asset Strategy New Opportunities B) |
-4.11%
Jan 2011 – Jan 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INOBX (Ivy Asset Strategy New Opportunities B) |
3.82%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart