Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBCX (IVY TARGETED RETURN BOND FUND CLASS C) | NA | 2.80% | -3.22% | -1.33% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 01/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRBCX (IVY TARGETED RETURN BOND FUND CLASS C) | 01/05/2016 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.80 | -3.22 | -1.33 | NA | NA | NA | … | … | -1.73 | 6.45 | -10.67 | -3.77 | 2.64 | 6.54 | -0.27 | 1.17 | 0.84 |
| Sharpe Ratio | NA | -0.30 | -0.74 | -0.47 | NA | NA | NA | … | … | -1.83 | 0.44 | -0.99 | -2.12 | 0.62 | 2.34 | -1.07 | 0.40 | 0.37 |
| Standard Deviation(%) | NA | 4.27 | 7.83 | 6.36 | NA | NA | NA | … | … | 3.69 | 5.07 | 12.22 | 1.79 | 3.84 | 2.19 | 1.48 | 1.36 | 1.73 |
| Draw Down(%) | NA | 3.60 | 17.62 | 18.35 | NA | NA | NA | … | … | 2.64 | 4.89 | 15.07 | 4.10 | 7.93 | 0.89 | 1.70 | 0.80 | 1.96 |
| Yield(%) | 0.00 | 1.44 | 3.47 | 2.46 | 1.87 | 1.24 | 0.93 | … | … | 1.38 | 0.75 | 6.71 | 2.29 | 0.54 | 1.28 | 4.22 | 0.56 | 1.54 |
Data as of 07/23/2024, Common starting date is 01/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBCX (IVY TARGETED RETURN BOND FUND CLASS C) |
-5.05%
Oct 2019 – Oct 2022 |
-2.02%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBCX (IVY TARGETED RETURN BOND FUND CLASS C) |
2.93%
Dec 2017 – Dec 2020 |
1.86%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart