Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBRX (IVY TARGETED RETURN BOND FUND CLASS R6) | NA | 3.67% | -2.21% | -0.30% | 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 |
|---|---|---|
| IRBRX (IVY TARGETED RETURN BOND FUND CLASS R6) | 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 | 3.67 | -2.21 | -0.30 | NA | NA | NA | … | … | -1.40 | 7.44 | -9.52 | -2.64 | 3.68 | 7.75 | 0.76 | 2.27 | 1.83 |
| Sharpe Ratio | NA | -0.14 | -0.54 | -0.28 | NA | NA | NA | … | … | -2.36 | 0.64 | -0.76 | -1.50 | 0.90 | 3.00 | -0.37 | 1.27 | 0.95 |
| Standard Deviation(%) | NA | 3.84 | 8.88 | 7.13 | NA | NA | NA | … | … | 2.62 | 5.02 | 14.36 | 1.78 | 3.81 | 2.11 | 1.48 | 1.30 | 1.72 |
| Draw Down(%) | NA | 3.53 | 16.37 | 16.61 | NA | NA | NA | … | … | 1.74 | 4.37 | 14.27 | 3.09 | 7.83 | 0.68 | 1.09 | 0.64 | 1.55 |
| Yield(%) | 0.00 | 0.00 | 3.69 | 3.01 | 2.38 | 1.59 | 1.19 | … | … | 0.00 | 0.95 | 8.15 | 2.58 | 1.60 | 2.33 | 5.21 | 0.76 | 2.53 |
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 |
|---|---|---|---|---|
| IRBRX (IVY TARGETED RETURN BOND FUND CLASS R6) |
-3.96%
Oct 2019 – Oct 2022 |
-0.93%
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 |
|---|---|---|---|---|
| IRBRX (IVY TARGETED RETURN BOND FUND CLASS R6) |
4.03%
Dec 2017 – Dec 2020 |
2.93%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart