Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INOCX (Ivy Asset Strategy New Opportunities C) | NA | -0.56% | -3.91% | 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 |
|---|---|---|
| INOCX (Ivy Asset Strategy New Opportunities C) | 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 (%) | -4.59 | -0.56 | -3.91 | NA | NA | NA | NA | … | … | -4.16 | 5.74 | 11.65 | -24.25 | 27.39 |
| Sharpe Ratio | NA | -0.04 | -0.19 | NA | NA | NA | NA | … | … | -1.09 | 0.51 | 0.76 | -0.84 | 2.00 |
| Standard Deviation(%) | NA | 13.20 | 20.28 | NA | NA | NA | NA | … | … | 17.77 | 11.29 | 15.43 | 28.86 | 21.89 |
| Draw Down(%) | NA | 11.97 | 32.31 | NA | NA | NA | NA | … | … | 8.23 | 11.97 | 16.02 | 32.31 | 12.77 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.02 | 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 |
|---|---|---|---|---|
| INOCX (Ivy Asset Strategy New Opportunities C) |
-3.95%
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 |
|---|---|---|---|---|
| INOCX (Ivy Asset Strategy New Opportunities C) |
3.96%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart