Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INOIX (Ivy Asset Strategy New Opportunities I) | NA | -0.37% | -3.13% | 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 |
|---|---|---|
| INOIX (Ivy Asset Strategy New Opportunities I) | 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 (%) | -5.48 | -0.37 | -3.13 | NA | NA | NA | NA | … | … | -4.90 | 6.93 | 12.92 | -23.38 | 28.32 |
| Sharpe Ratio | NA | -0.03 | -0.16 | NA | NA | NA | NA | … | … | -1.20 | 0.61 | 0.84 | -0.81 | 2.08 |
| Standard Deviation(%) | NA | 13.46 | 20.34 | NA | NA | NA | NA | … | … | 18.70 | 11.30 | 15.41 | 28.85 | 21.73 |
| Draw Down(%) | NA | 11.85 | 31.95 | NA | NA | NA | NA | … | … | 8.14 | 11.85 | 15.73 | 31.95 | 12.67 |
| Yield(%) | 0.00 | 0.00 | 0.27 | 0.20 | 0.10 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.82 | 0.14 | 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 |
|---|---|---|---|---|
| INOIX (Ivy Asset Strategy New Opportunities I) |
-2.89%
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 |
|---|---|---|---|---|
| INOIX (Ivy Asset Strategy New Opportunities I) |
5.09%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart