Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INORX (Ivy Asset Strategy New Opportunities R) | NA | -0.46% | -3.56% | 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 |
|---|---|---|
| INORX (Ivy Asset Strategy New Opportunities R) | 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 (%) | -4.96 | -0.46 | -3.56 | NA | NA | NA | NA | … | … | -4.46 | 6.25 | 12.23 | -23.93 | 27.81 |
| Sharpe Ratio | NA | -0.04 | -0.18 | NA | NA | NA | NA | … | … | -1.13 | 0.55 | 0.80 | -0.83 | 2.04 |
| Standard Deviation(%) | NA | 13.25 | 20.30 | NA | NA | NA | NA | … | … | 18.17 | 11.21 | 15.35 | 28.89 | 21.78 |
| Draw Down(%) | NA | 11.93 | 32.16 | NA | NA | NA | NA | … | … | 8.20 | 11.93 | 15.81 | 32.16 | 12.67 |
| Yield(%) | 0.00 | 0.00 | 0.09 | 0.07 | 0.04 | 0.02 | 0.02 | … | … | 0.00 | 0.00 | 0.35 | 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 |
|---|---|---|---|---|
| INORX (Ivy Asset Strategy New Opportunities R) |
-3.50%
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 |
|---|---|---|---|---|
| INORX (Ivy Asset Strategy New Opportunities R) |
4.44%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart