Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INRSX (IVY NATURAL RESOURCES FUND CLASS N) | 15.61% | 48.84% | 19.80% | 14.65% | 7.68% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INRSX (IVY NATURAL RESOURCES 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 (%) | -2.26 | 48.84 | 19.80 | 14.65 | 7.68 | NA | NA | … | … | 15.61 | 40.24 | -0.17 | 1.54 | 18.13 | 27.07 | -11.71 | 10.07 | -23.28 | 3.65 | 24.70 | -21.94 | -20.65 |
| Sharpe Ratio | NA | 2.57 | 0.85 | 0.54 | 0.28 | NA | NA | … | … | 1.83 | 1.77 | -0.38 | -0.14 | 0.55 | 1.43 | -0.32 | 0.49 | -1.22 | 0.20 | 1.01 | -0.90 | -1.64 |
| Standard Deviation(%) | NA | 17.94 | 19.45 | 22.07 | 22.72 | NA | NA | … | … | 20.66 | 21.49 | 17.77 | 19.04 | 30.32 | 18.95 | 37.38 | 17.70 | 20.19 | 14.98 | 24.14 | 24.40 | 25.90 |
| Draw Down(%) | NA | 5.88 | 22.55 | 24.72 | 57.33 | NA | NA | … | … | 5.88 | 19.35 | 12.92 | 15.55 | 24.72 | 11.10 | 47.06 | 18.25 | 30.93 | 18.31 | 16.71 | 32.07 | 29.15 |
| Yield(%) | 0.00 | 0.00 | 2.71 | 2.92 | 1.95 | 0.90 | 0.68 | … | … | 0.00 | 0.00 | 5.39 | 2.39 | 2.80 | 3.55 | 0.68 | 3.07 | 0.58 | 0.00 | 0.84 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| INRSX (IVY NATURAL RESOURCES FUND CLASS N) |
-17.99%
Mar 2017 – Mar 2020 |
-12.48%
Mar 2015 – Mar 2020 |
0.14%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INRSX (IVY NATURAL RESOURCES FUND CLASS N) |
28.96%
Mar 2020 – Mar 2023 |
18.52%
Feb 2021 – Feb 2026 |
10.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart